Tuesday, October 13, 2026

East Asia Brief

Business•Industry•Policy Intelligence

Economic Security tracker

Every Economic Security development in Korean, Chinese and Japanese industry that East Asia Brief has logged — with dates, the companies exposed, and a link to the primary document where one exists.

458 entries · 200 with a linked primary document · Japan, South Korea, China, Cross-border · updated October 13, 2026

DateDevelopmentWhereCompanies exposedConfidenceSource
Hitachi and Fanuc unite on physical AI to automate factories The Japanese manufacturers will combine edge chips and robot arms at Ibaraki test sites ahead of an external commercial rollout… Japan Hitachi, FANUC, Nvidia medium hitachi.com
HD Hyundai Marine Solution buys Goltens for $247.5 million The South Korean firm acquired the repair specialist to secure 28 global hubs for green ship retrofits and service data center… Korea HD Hyundai Marine Solution, HD Hyundai Heavy Industries, Aperion Energy Group, Corban Energy Group medium leadeconomy.co.kr
Intekplus wins $23 million inspection tool order as packaging demands surge The Korean inspection supplier booked a 30.9 billion won contract for semiconductor substrate equipment, lifting cumulative 2026… Korea Intekplus, KLA medium specialtimes.co.kr
ASML raises tool parts prices 10% for Samsung and SK hynix The across-the-board increase covers EUV and DUV replacement components starting in January 2027, adding operational costs as… Korea ASML, Samsung Electronics, SK hynix, Carl Zeiss SMT medium thelec.kr
POSCO Future M plans domestic LFP precursor supply by 2029 The battery materials maker is using steelmaking waste acid to forge non-Chinese lithium iron phosphate cathode inputs after… Korea POSCO Future M, Samsung SDI, SK On, CNGR Advanced Material high newsroom.posco.com
BYD debuts Atto 8 electric SUV with 1,500 kW flash charging The 115-kilowatt-hour flagship delivers 405 miles of range and cuts 10% to 97% recharge times to nine minutes, supported by 3,000… China BYD, Skoda Auto, Kia, Hyundai Motor Group medium instagram.com
South Korea pours $1B into AI smart shipyards to fight Chinese yards A five-year public-private alliance deploys autonomous logistics and robotic welding across three coastal hubs to counter labor… Korea HD Korea Shipbuilding & Offshore Engineering, HD Hyundai Samho, Samsung Heavy Industries, Hanwha Ocean high mof.go.kr
GlobalFoundries signs $2B TSMC packaging deal for AI chips The five-year agreement will produce silicon interposers at the Malta fab in New York starting in 2028 to ease CoWoS bottlenecks… Global GlobalFoundries, TSMC, Nvidia, Apple medium mbiz.heraldcorp.com
Rainbow Robotics files US waiver to bypass robot import ban The South Korean firm sought conditional approval after the FCC blocked equipment authorisations, halting American deliveries of… Korea Rainbow Robotics, T-Robotics, Husqvarna high korearobot.or.kr
Gaon Cable builds US nuclear wire lines in North Carolina The South Korean supplier will equip its Tarboro factory for reactor circuits, expanding beyond a $50 million distribution cable… Korea Gaon Cable, LS Cable & System high dart.fss.or.kr
Samsung and SK hynix deploy cooling packaging on HBM4E chips Both memory makers are re-engineering package thermal paths and copper bonding to contain heat dissipation bottlenecks on… Korea Samsung Electronics, SK hynix, Nvidia medium news.samsung.com
Shinko buys Japan Display plant to build advanced packaging hub The 373,483-square-meter Mobara factory will yield a 51.4 billion yen gain for JDI while giving Shinko flip-chip substrate… Japan Japan Display Inc., Shinko Electric Industries, FICT, Sharp Corporation medium digitimes.com
HD Hyundai Draws U.S. Navy Focus on Anduril $6.6B Project South Korea's top shipbuilder faces rising interest in its U.S. defense ties following Anduril's Maryland submarine plant deal,… Korea HD Hyundai Heavy Industries, Anduril Industries high commerce.maryland.gov
Korea Zinc wins US political backing for Tennessee smelter The $7.4 billion Project Crucible facility in Clarksville cleared federal environmental reviews under FAST-41 to supply 11… Korea Korea Zinc, Nyrstar high investors.koreazinc.co.kr
POSCO Future M Locks In $4.5B Cathode Pact With Samsung SDI to 2032 The revised 21.25 trillion won agreement swaps high-nickel volume for 380,000 tons of LFP materials to build US-compliant battery… Korea POSCO Future M, Samsung SDI, SK On, LG Energy Solution high newsroom.posco.com
TSMC widens CoWoS supply chain with $2 billion US interposer deal A five-year agreement with GlobalFoundries establishes the first US manufacturing source for AI silicon interposers, challenging… Global Taiwan Semiconductor Manufacturing Co., GlobalFoundries, Samsung Electronics, SK hynix medium gf.com
HD Hyundai opens offshore SMR verification center in Ulsan A 12-member consortium spanning shipbuilders, utilities and universities will share testing facilities to develop floating… Korea HD Hyundai Heavy Industries, HD Korea Shipbuilding & Offshore Engineering, Hyundai Engineering & Construction, KEPCO E&C medium hd.com
Hanwha Ocean hosts US Sen. Dave McCormick to advance naval repair and yard ties The Pennsylvania lawmaker inspected the 3,600-ton frigate Pyeongtaek at Geoje as Hanwha doubles Philly Shipyard headcount to… Korea Hanwha Ocean, Hanwha Systems, Leidos medium alphasquare.co.kr
USA Rare Earth Funds Brazil Mining and Carolina Magnet Plant The company faces capital scrutiny over its $2.8 billion Serra Verde mine purchase and $1.2 billion South Carolina magnet… Global USA Rare Earth, Carester high sec.gov
Samsung Heavy names 174,000 cbm LNG carrier for MISC in Korea The delivery marks the first of three newbuilds entering 15-year charters with QatarEnergy as South Korean yards sustain… Korea Samsung Heavy Industries, MISC Berhad, QatarEnergy, DNV medium miscgroup.com
Murata completes Vietnam inductor plant for power components The 3-billion-yen facility in Dong Nai expands passive component manufacturing outside China as electric vehicles and server… Japan Murata Manufacturing, TDK Corporation, Taiyo Yuden, Samsung Electro-Mechanics medium thelec.kr
Samsung and SK hynix Target Robot DRAM as Demand Multiplies Average memory per humanoid will more than double to 39 gigabytes by 2030, shifting packaging requirements toward low-power LPDDR… Korea Samsung Electronics, SK hynix, Nvidia, Micron Technology medium news.skhynix.co.kr
HD Hyundai teams with Croatia yard on €660m corvette program The alliance pairs South Korean combat vessel design with local Adriatic fabrication to bypass European Union defense procurement… Korea HD Hyundai Heavy Industries, Navantia, Iskra Group medium imarinenews.com
Paladin expands rare earth recycling to 150 metric tonnes The $5 million capital expansion in Ohio scales secondary NdFeB magnet processing by Q3 2027 to supply automotive and defense… Global Paladin EnviroTech, Western Digital, Daeheung M&T medium geomechanics.io
Harmonic Drive pitches integrated actuators for robot joints in 2026 The motion specialist focuses on modular strain wave units as parent firm Harmonic Drive Systems projects ¥68.0 billion in annual… Japan Harmonic Drive Systems, Leaderdrive medium eastasiabrief.com
CATL separates battery specs as 600 kW charging tests grids The world’s largest cell maker clarified that its six-minute recharge belongs to an 800-kilometer chemistry, while utility… China Contemporary Amperex Technology, Li Auto, Zhejiang Geely Holding Group, State Grid Corporation of China high disc.static.szse.cn
Commerce locks in Korean steel duties as mills press quota review Countervailing rates of up to 3.68% land on Seoul producers as U.S. Korea POSCO, Hyundai Steel Company, American Iron and Steel Institute, Steel Manufacturers Association high federalregister.gov
HD Hyundai Heavy upgrades dock safety with 17 billion won plan The South Korean shipbuilder expanded communications and vision sensors to prevent fatal accidents that trigger mandatory… Korea HD Hyundai Heavy Industries medium imarinenews.com
Tesla Retains Terafab Control, Limiting TSMC to Site Leases The initial $16.8 billion Texas project targets 1 terawatt of annual AI compute with Intel as process partner, while TSMC faces… Global Tesla, TSMC, Intel high ir.tesla.com
CATL and Seres Expand Dedicated Battery Capacity to 20 GWh The Chongqing expansion adds up to 12 gigawatt-hours of pack capacity directly inside the vehicle plant as Chinese automakers… China Contemporary Amperex Technology, Seres Group, Huawei Technologies, CALB medium m.21jingji.com
Doosan Robotics and DEEPX develop AI nuclear welding robots A 45-month South Korean state project targets a 50% cut in multi-layer cycle time at Doosan Enerbility, countering a severe… Korea Doosan Robotics, DEEPX, Doosan Enerbility, SAIGE high keit.re.kr
Mitsubishi Materials taps Vietnam tungsten to counter China curbs The Japanese refiner began commercial shipments from Masan High-Tech Materials on Oct. Japan Mitsubishi Materials, Masan High-Tech Materials high ir.mmc.co.jp
Sumitomo Bakelite expands Asian chip molding compound lines New production lines in Suzhou and Singapore will double mold underfill capacity and triple granular compound output to supply… Japan Sumitomo Bakelite, Kyocera, ASE Technology Holding medium sumibe.co.jp
SK hynix and Samsung push 16-layer HBM4 as Nvidia caps Rubin at 12 dies South Korean memory makers prepare 48-gigabyte stacks with hybrid bonding as AI accelerator thermal constraints and packaging… Korea SK hynix, Samsung Electronics, Nvidia, TSMC medium koreaherald.com
BYD rolls out 150,000th commercial EV with 800-hp electric truck The milestone Q3 heavy tractor deploys a 600-kWh Blade battery pack and dual-gun fast charging as the Chinese manufacturer… China BYD Company, FAW Jiefang, Tesla, Contemporary Amperex Technology medium cnevpost.com
CATL overtakes LG Energy Solution in global battery patents A 10-year tally showed the Chinese cell maker accumulated 26,574 simple patent families through September, surpassing its South… China Contemporary Amperex Technology Co., LG Energy Solution high kipo.go.kr
LG Energy Solution Binds $4.3B Tesla Pact to Grid Storage The 5.94 trillion won Michigan contract will supply lithium iron phosphate cells for Megapack units from 2027, with no electric… Korea LG Energy Solution, Tesla, General Motors high dart.fss.or.kr
Samsung Heavy wins ABS approval for proprietary FLNG systems The South Korean shipbuilder cleared a basic design review for its SENSE liquefaction cycle, cutting reliance on Western… Korea Samsung Heavy Industries, GasEntec, Technip Energies, Air Products and Chemicals medium pressreleases.eagle.org
Nissan Chemical builds China unit for lithography materials The Tokyo supplier will transfer 210 million yuan to manufacture anti-reflective coatings in Zhangjiagang, expanding local… Japan Nissan Chemical Corporation, Brewer Science medium nissanchem.co.jp
CATL expands sodium storage supply in Europe for 2027 rollouts Integrators in Germany, the Netherlands and Finland adopt CATL’s Tener Sodium battery systems to curb raw material price swings… China Contemporary Amperex Technology, Alfen, Intilion, Merus Power medium energy-storage.news
Idemitsu Kosan Produces Recycled Naphtha at Chiba Refinery The Japanese refiner integrated a 20,000-ton chemical recycling unit to crack plastic waste into crude oil substitute, closing… Japan Idemitsu Kosan, Environmental Energy medium idemitsu.com
Yaskawa deploys compact MotoMini arm for cleanroom lines The 0.5-kilogram payload manipulator addresses semiconductor packaging space constraints as half-year group revenues reach 285.6… Japan Yaskawa Electric, Harmonic Drive Systems, SoftBank medium automate.org
HD Hyundai Samho delivers gas carrier Energy North to Qatar The 88,000-cubic-meter vessel marks the first handover in a $950 million six-ship order, demonstrating South Korean delivery… Korea HD Hyundai Samho, Qatar Gas Transport Company, Hanwha Ocean, QatarEnergy medium imarinenews.com
Hanwha Ocean and Samsung Heavy diverge on currency hedging A 12% rebound in the South Korean won exposes unhedged shipbuilder order books, contrasting Samsung Heavy's locked-in cash flows… Korea Hanwha Ocean, Samsung Heavy Industries, HD Hyundai Heavy Industries high dart.fss.or.kr
Stratacache lists former SK hynix Oregon chip fab for sale The 197-acre Eugene campus with 170,000 square feet of cleanroom space returns to the market after local zoning officials blocked… Korea Stratacache, SK hynix, onsemi, Silex Microsystems medium lookouteugene-springfield.com
Aclara and CAP start rare earth alloy plant runs for US magnets The Chilean facility tests molten salt metallurgy to supply 154 metric tons of ferro-dysprosium annually for electric vehicle… Global Aclara Resources, CAP S.A. medium chemanalyst.com
HD Hyundai Heavy workers reject wage deal, forcing new talks Union members voted down a tentative wage agreement offering 40.56 million won in average compensation, renewing labor… Korea HD Hyundai Heavy Industries, HD Korea Shipbuilding & Offshore Engineering, Samsung Heavy Industries medium mk.co.kr
US blocks Chinese electric cars from entering via Canada Washington reinforces rules of origin and connected-vehicle bans to prevent circumvention of auto tariffs through Ottawa's quota. Global BYD, Geely Automobile, Chery Automobile high slotkin.senate.gov
Rapidus holds 2nm chip timeline as 17 partners join network The Japanese venture keeps its 2027 mass-production goal while enlisting Cadence and Synopsys to lower design barriers against… Japan Rapidus, Cadence Design Systems, Synopsys, TSMC high meti.go.jp
BYD opens second-generation Seagull orders for 2026 rollout The redesigned hatchback lengthens the chassis by 425 mm, installs FinDreams battery packs up to 39.2 kWh and adds optional LiDAR… China BYD, Geely Automobile, FinDreams Battery medium 163.com
Hitachi and FANUC partner to deploy physical AI in factories The Japanese industrial giants will combine HMAX Industry software with autonomous robot arms, scheduling global commercial… Japan Hitachi, FANUC medium hitachi.com
LG Energy Solution shifts ESS tool orders as supplier defaults The battery maker reallocated module assembly contracts to SYSTEM R&D and HyVISION SYSTEM following a $22.43 million default by… Korea LG Energy Solution, HyVISION SYSTEM, Honda Motor, Samsung SDI high dart.fss.or.kr
Li Auto drops CATL from 2026 i6, tapping Sunwoda and CALB The automaker confirmed an Oct. 28 rollout for its top-selling electric SUV with proprietary packs, ending single-source reliance… China Li Auto, Contemporary Amperex Technology, Sunwoda Electronic, CALB Group medium carnewschina.com
South Korea confirms $120 billion civil nuclear pact with US The bilateral framework outlines six AP1000 and two APR1400 reactors across federal sites, allocating $100 billion for… Korea Doosan Enerbility, Hyundai Engineering & Construction, Korea Electric Power Corporation, Korea Hydro & Nuclear Power high english.motir.go.kr
China curbs drone tech exports to US defense contractors in 2026 Beijing maintains dual-use restrictions on rare earth magnets and flight hardware as Washington penalizes unnotified artificial… China Skydio, Red Cat Holdings, Teal Drones, Amidi LLC high zsmcorp.mofcom.gov.cn
Lam Research ships 15,000th chip equipment chamber in Korea The milestone marks 15 years of domestic manufacturing across Gyeonggi Province as local procurement surpassed 1 trillion won… Korea Lam Research, Samsung Electronics, SK hynix, Hana Ventures medium thelec.net
Corvus and BYD Win DNV Marine Battery Approval for Ships The DNV certification of the Blue Whale NxtGen energy storage system clears Chinese lithium iron phosphate cells for Western… Global Corvus Energy, BYD, DNV medium rivieramm.com
BYD evaluates Argentina lithium battery plant for EV export Argentine Foreign Minister Pablo Quirno confirmed talks in Singapore with Executive Vice President Stella Li to assess cell… China BYD Company, Ganfeng Lithium, Zijin Mining medium scmp.com
HD Hyundai delivers lashing-free container ship to CMA CGM The 13,000-TEU methanol-powered vessel CMA CGM GOLD eliminates manual cargo lashings, expanding deck payload weight by over 10%… Korea HD Hyundai, HD Hyundai Samho, HD Hyundai Heavy Industries, CMA CGM medium shippingtelegraph.com
GlobalFoundries agrees to build silicon interposers for TSMC in $2B deal The five-year contract establishes domestic manufacturing in Malta, New York, for TSMC's CoWoS packaging ecosystem, with… Global GlobalFoundries, Taiwan Semiconductor Manufacturing Co., Nvidia, SK hynix high sec.gov
US and China advance $30 billion tariff cuts and AI security channel Both governments will lower duties on 90% of targeted goods to MFN rates while establishing an emergency hotline to manage… Global — high fmprc.gov.cn
Delta-Q adopts Acculon sodium batteries for warehouse robots The partnership integrates Acculon Energy's sodium-ion cells into Delta-Q's compatibility program to cut powerpack integration… Global Delta-Q Technologies, Acculon Energy, ZAPI GROUP medium delta-q.com
Intel joins Applied Materials in $5 billion chip R&D hub The partnership connects Oregon labs to Silicon Valley cleanrooms as foundry rivals TSMC and Samsung Electronics share toolmaker… Global Applied Materials, Intel, TSMC, Samsung Electronics high ir.appliedmaterials.com
Korea rejects Russia fuel breach claims as port checks widen Trade authorities confirmed refined petroleum falls outside current export controls after reports alleged 176,000 tonnes moved… Korea — high motir.go.kr
LS Cable backs Korea Future Materials in $15M US copper push The South Korean wiremaker is taking up 40 million new shares to finance a recycling plant near LS GreenLink in Virginia, raising… Korea LS Cable & System, Korea Future Materials, LS GreenLink, Gaon Cable high dart.fss.or.kr
Yaskawa Electric releases CIP Safety card for factory drives The JOHB-NSC3-MA option card integrates Ethernet-based CIP Safety protocols across four inverter lines to reduce hardwiring in… Japan Yaskawa Electric medium yaskawa.co.jp
LG Energy Solution secures 240,000 tons of Canadian lithium from Elevra The four-year binding offtake agreement provides battery feedstock for 700,000 electric vehicles while satisfying United States… Korea LG Energy Solution, Elevra Lithium, General Motors, Stellantis medium newswire.co.kr
TSMC September revenue jumps 55% on booming AI chip orders The Taiwanese foundry posted record third-quarter sales of NT$1.49 trillion ($46.7 billion), beating its guidance ceiling as Big… Global Taiwan Semiconductor Manufacturing Co., Nvidia, Apple, Samsung Electronics high investor.tsmc.com
Hanwha Ocean widens US naval shipyard ties in McCormick tour The Pennsylvania senator inspected warship lines at Geoje on Oct. 7 to link Korean manufacturing with Philadelphia yard… Korea Hanwha Ocean, Hanwha Systems, Leidos medium newsarticleinsiders.com
EU puts China rare earth curbs on trade docket to cut deficit Trade Commissioner Maroš Šefčovič demanded Beijing ease critical mineral export controls as Europe confronts a trade deficit… Global Stellantis, Siemens Energy, Neo Performance Materials high ec.europa.eu
HD Construction Equipment wins $286M data center engine deal The South Korean machinery group will supply 22-liter natural gas engine blocks to Enchanted Rock through 2028 to power North… Korea HD Construction Equipment, Enchanted Rock, HD Hyundai Heavy Industries, HD Hyundai Marine Solution high press.theleader.kr
HD Hyundai teams with Croatia's Iskra on multirole corvettes The industrial partnership targets a naval procurement tender valued up to €1.6 billion ($1.8 billion), combining South Korean… Korea HD Hyundai Heavy Industries, Iskra Shipyard, Navantia, Fincantieri medium navalnews.com
Harmonic Drive pitches integrated robot actuators for 2026 The motion specialist targets humanoid and cobot makers with gear-motor units as its parent company projects ¥68.0 billion in… Japan Harmonic Drive Systems Inc. medium therobotreport.com
LG Energy Solution pays supplier 10B won for Lansing changes The battery maker settled a six-month dispute with Jayce Robotics, covering higher tooling costs after modifying prismatic lines… Korea LG Energy Solution, Jayce Robotics, General Motors medium thelec.kr
Elon Musk rejects TSMC Terafab deal, backing Intel 14A node Tesla and SpaceX will build and run the $16.8 billion Texas AI chip site directly, while Intel continues technical work on its… Global Tesla, SpaceX, Intel, TSMC high sec.gov
Gudeng Precision opens Arizona plant for TSMC fabs in Glendale The Taiwan carrier maker launched its Glendale facility on Oct. 7 to machine tooling parts for TSMC and aerospace buyers,… Global Gudeng Precision Industrial Co., Taiwan Semiconductor Manufacturing Co., Boeing, Honeywell medium money.udn.com
HD Hyundai names Lee Sang-kyun head of group shipbuilding units The early executive reshuffle accelerates shipyard safety oversight and an 830 billion won plant expansion for data center power… Korea HD Hyundai, HD Korea Shipbuilding & Offshore Engineering, HD Hyundai Heavy Industries, HD Hyundai Samho medium chosun.com
China Delays Rare Earth Export Controls in U.S. Trade Truce Beijing and Washington agreed to extend waivers on critical mineral licensing to Jan. China Tesla, General Motors, Lockheed Martin, Shin-Etsu Chemical high mofcom.gov.cn
China Rare Earth Group faces feedstock curbs from Myanmar Cross-border shipments of heavy rare earth feedstocks remain throttled after conflict in Kachin State cut Chinese imports under… China China Rare Earth Group, JL MAG Rare-Earth, Proterial high pubs.usgs.gov
Towa plans Kyoto plant to onshore chip packaging equipment The 5 billion yen facility in Ujitawara will produce resin compression molding systems for artificial intelligence chips starting… Japan Towa Corporation medium traders.co.jp
Hanwha Ocean wins $1.13 billion Yang Ming container order The contract for six 13,000 TEU dual-fuel vessels represents 12.1% of the shipbuilder's 2025 revenue and locks in Geoje delivery… Korea Hanwha Ocean, Yang Ming Marine Transport, POSCO Holdings medium yangming.com
HD Hyundai forms offshore SMR test center for nuclear ships The 12-member consortium links South Korea's top shipbuilder with nuclear engineers to validate small modular reactor propulsion… Korea HD Hyundai Heavy Industries, HD Korea Shipbuilding & Offshore Engineering, KEPCO Engineering & Construction, Hyundai Engineering & Construction medium hd.com
AMD weighs Samsung foundry alliance to ease reliance on TSMC Lisa Su said in Seoul that the chipmaker is exploring production with Samsung Electronics, testing a hedge against single-foundry… Korea AMD, Samsung Electronics, TSMC high ir.amd.com
Iwatani and Cosmo approve 50 billion yen Chiba hydrogen hub The joint venture will restore an idled 80-ton daily generator and build a liquefaction unit at Cosmo Oil's refinery, creating an… Japan Iwatani Corporation, Cosmo Energy Holdings, Cosmo Oil, Iwatani Gas medium iwatani.co.jp
UK weighs tariffs on Chinese electric cars to protect EU supply ties Business Secretary Jonathan Reynolds evaluates import duties of up to 45% as Brussels threatens to exclude British carmakers from… Global BYD, Geely Automobile Holdings, Jaguar Land Rover, BMW medium gov.uk
FANUC America unveils packaging robotics for PACK EXPO 2026 The showcase pairs an IP69K-rated delta robot with SCARA sorting and generative AI code generation, targeting food processing and… Japan FANUC America, FANUC Corporation, NVIDIA Corporation medium newswire.ca
HD Hyundai reserves Mipo dock slots for eight gas carriers The drydock program dedicates Ulsan berths to 1.42 trillion won in gas vessels, shifting medium-tonnage berths away from… Korea HD Hyundai Heavy Industries, HD Korea Shipbuilding & Offshore Engineering, BW LPG, Trafigura high dart.fss.or.kr
CXMT Hired 27 Samsung and SK hynix Engineers for DRAM Fabs Parliamentary audit data shows departing specialists averaged 15.4 years of service before brief tenures at the Chinese memory… Korea Samsung Electronics, SK hynix, ChangXin Memory Technologies, Semiconductor Manufacturing International Corporation medium m.ekn.kr
TSMC raises foundry prices for fabless clients by up to 10% in 2027 Mature process nodes face 3% to 10% increases in January while chip designers prepare price hikes of up to double digits to… Global Taiwan Semiconductor Manufacturing Co., Nvidia, Apple, Samsung Electronics high sec.gov
Nextin wins $18.8 million SK hynix wafer inspection order The Korean toolmaker booked a 25.44 billion won deal equal to 38% of its annual sales, expanding domestic optical metrology… Korea Nextin, SK hynix, KLA high dart.fss.or.kr
POSCO Future M signs $4.5B LFP cathode deal with Samsung SDI through 2032 The six-year contract expands Samsung SDI's procurement basket to non-Chinese iron phosphate chemistries while raising aggregate… Korea POSCO Future M, Samsung SDI, SK On high dart.fss.or.kr
Won rebound splits Korean shipbuilders on currency hedging Samsung Heavy locked in revenue at 100% coverage, while Hanwha Ocean faces an 89.8 billion won profit hit as unhedged exposure… Korea Hanwha Ocean, HD Korea Shipbuilding & Offshore Engineering, Samsung Heavy Industries, HD Hyundai Heavy Industries medium biz.chosun.com
HD Hyundai Heavy Industries faces delivery risks after wage rejection Union members voted down a record compensation package, threatening dock operations and liquefied natural gas carrier delivery… Korea HD Hyundai Heavy Industries, Samsung Heavy Industries, Hanwha Ocean, QatarEnergy medium chosun.com
Samsung revamps HBM thermal packaging to challenge TSMC supply lead The South Korean chipmaker pairs 4nm base dies with hybrid copper bonding to curb thermal resistance by 20% as Nvidia demands… Korea Samsung Electronics, Nvidia, TSMC, Broadcom medium news.samsung.com
Mitsubishi Heavy buys shipyard land in Shimonoseki buildout The 100 billion yen investment will construct a hull-block factory backed by 40 billion yen in Japanese economic security… Japan Mitsubishi Heavy Industries, Mitsubishi Shipbuilding, Imabari Shipbuilding, Japan Marine United high mlit.go.jp
BYD files immersion cooling patent to prevent EV pack fires The two-chamber filing separates electrical connectors in a dry zone while submerging cells in dielectric liquid, targeting… China BYD Company Limited, Contemporary Amperex Technology medium carnewschina.com
LS Eco Energy builds Vietnam samarium hub ahead of defense ban A 11.6 billion won investment establishes non-Chinese refining in Ho Chi Minh City ahead of a Pentagon ban on Chinese-origin… Korea LS Eco Energy, Lynas Rare Earths, LS Cable & System medium snmnews.com
Doosan Robotics picks DeepX NPU chips for on-device welding cobots A 98.9 billion won government initiative pairs domestic neural processing units with collaborative robots to automate heavy… Korea Doosan Robotics, DEEPX, Doosan Enerbility, Mobilint medium mk.co.kr
Hanmi Semiconductor wins $18 million tool deal from Samsung The 24.48 billion won order for substrate saw and inspection equipment marks the supplier's first major contract with a Samsung… Korea Hanmi Semiconductor, Samsung Electro-Mechanics, SK hynix, Micron Technology medium chosun.com
Chalmers maps automotive gallium recovery under China curbs A Swedish study shows automotive electronic waste yields almost no gallium or germanium, while industrial bauxite residues hold… Global Umicore, Neo Performance Materials, Indium Corporation medium rareearthexchanges.com
CATL opens 8,000-square-meter battery service hub in Oslo The 8,000-square-meter Oslo facility cuts pack repair times to 48 hours and establishes full-lifecycle battery diagnostics across… China Contemporary Amperex Technology Co., Limited, YES-EU Group, AutoFlight medium thebatterymagazine.com
US charges tech firm over $300M Nvidia chip exports to China Earthmade Computer routed advanced A100 and H100 servers through Malaysia and Singapore before sending them to Hangzhou, exposing… China Nvidia, Earthmade Computer high justice.gov
MP Materials begins shipping non-China magnets to GM plants The Fort Worth facility will supply 1,000 metric tons of finished NdFeB magnets annually for 500,000 electric vehicles under a… Global MP Materials, General Motors, Apple, Shin-Etsu Chemical high sec.gov
Hitachi and FANUC Launch Physical AI Pact to Automate Plants The partnership integrates Hitachi's HMAX Industry platform and custom edge chips into FANUC robots, targeting commercial… Japan Hitachi, FANUC medium hitachi.com
Samsung Heavy orders GTT tank designs for four LNG ships The contract equips four 200,000-cubic-meter vessels delivering in 2029 with Mark III Flex+ containment systems, locking South… Korea Samsung Heavy Industries, GTT, Hanwha Ocean, HD Hyundai Heavy Industries medium gtt.fr
JSR completes South Korea EUV photoresist plant in Cheongju The Japanese supplier established the industry's first commercial finishing base for tin-based metal oxide resists to support… Korea JSR, Samsung Electronics, SK hynix high motir.go.kr
Korean and Japanese Yards Deploy Welding Robots to Docks Shipbuilders turn to automated vision-guided welding arms and mobile carriers to defend production schedules as Chinese yards… Global HD Hyundai, Imabari Shipbuilding, Rainbow Robotics, Fanuc medium news.einfomax.co.kr
BYD accelerates megawatt charging rollout for heavy electric trucks The Chinese manufacturer is pairing 20-minute Megawatt Charging System hardware with its 44-ton electric tractor to target… China BYD, Daimler Truck, Volvo Group, Traton high media.byd.com
Korean cathode makers pivot to LMR to halt Chinese LFP gains in EVs South Korean materials firms accelerate cobalt-free chemistries after non-China market share for domestic cell producers slid… Korea POSCO Future M, EcoPro BM, LG Chem, LG Energy Solution medium v.daum.net
J.P. Morgan adds two Samsung Heavy VLGCs to expand gas fleet The 307.4 billion won deal pushes the Korean shipyard past its annual commercial target and tightens Geoje berth availability for… Korea Samsung Heavy Industries, J.P. Morgan Chase, HD Hyundai Heavy Industries, Hanwha Ocean medium oceanpress.co.kr
Bell Textron scouts 17 South Korean suppliers for rotorcraft lines The US helicopter maker completed procurement reviews with South Korean machining firms to diversify manufacturing for global… Korea Bell Textron, Hana Aerodynamics, Textron high kotra.or.kr
Panasonic develops humanoid robot batteries at Osaka lab The Japanese electronics group is directing cylindrical cell research and factory AI toward bipedal machines, while confirming no… Japan Panasonic Holdings, Panasonic Energy, Tesla medium yna.co.kr
China widens offshore wind turbine cost lead over Europe Domestic equipment prices near $195 per kilowatt and 48.4 gigawatts of operating capacity leave Western developers facing higher… Global Xinjiang Goldwind Science & Technology, Envision Energy, Mingyang Smart Energy Group, Vestas Wind Systems medium greentechlead.com
Hanwha Ocean Procures 1,800-Ton Goliath Crane as RIEC Starts Build The Chinese equipment builder broke ground on the 205-meter-span gantry crane to double mega-block lifting capacity at the Okpo… Korea Hanwha Ocean, Jiangsu Rainbow Heavy Industries, Samsung Heavy Industries, HD Hyundai Heavy Industries medium rainbowcoglobal.com
Rapidus forms 17-firm design alliance to back 2nm chip ramp The Japanese foundry partnered with Synopsys, Cadence and domestic design houses to build an IP library and reduce client… Japan Rapidus, TSMC, Synopsys, Cadence Design Systems high chubu.meti.go.jp
China waives African tariffs to lock in critical minerals Beijing reaffirmed duty-free access across 53 African nations on Oct. China Transnet, Zhejiang Huayou Cobalt, Sinomine Resource Group, Contemporary Amperex Technology high mofcom.gov.cn
Hyundai, Toyota and BYD advance in-house solid-state battery lines Automakers in South Korea, China and Japan are commissioning pilot battery plants to internalize core cell chemistry before… Global Hyundai Motor, Toyota Motor, BYD, Idemitsu Kosan high global.toyota
Samsung prioritizes factory reliability in robot roadmap The electronics maker targets a 99.99% task success rate across more than 100 manufacturing plants, deferring general humanoid… Korea Samsung Electronics, Rainbow Robotics medium news.samsung.com
Cameco backs $120B US-Korea nuclear pact for eight reactors A one-off patent waiver clears up to two Korean APR1400 units on American federal land while securing a $4.0 billion licensing… Global Cameco Corporation, Westinghouse Electric Company, Korea Electric Power Corporation, Korea Hydro & Nuclear Power medium nasdaq.com
Evolution Metals scales Korea magnet capacity to 10,000 tons The Miami-based producer is racing to install 13 Japanese sintering machines by November ahead of a strict Pentagon ban on… Global Evolution Metals & Technologies Corp., MP Materials, Lockheed Martin, ULVAC Inc. high sec.gov
Korean chip toolmakers target Musk's $16.8 billion Texas fab Hanmi Semiconductor and HPSP pursue supply roles in SpaceX and Tesla's planned Grimes County facility as Elon Musk acknowledges… Korea Hanmi Semiconductor, HPSP, TSMC, Tesla high gov.texas.gov
Kawasaki Heavy advances 2030 target for AI humanoid robots The machinery maker plans to integrate domestic AI platform Noetra into its 30-kilogram payload Kaleido model, accelerating… Japan Kawasaki Heavy Industries, Dexterity, Harmonic Drive Systems, Fanuc medium piqmarkets.com
Fanuc previews 11-kg welding cobots for shipyards at Fabtech 2026 The CRX-3iA joins a wave of portable arms entering heavy fabrication, following HD Hyundai Heavy Industries' deployment of 35… Japan Fanuc, Rainbow Robotics, HD Hyundai Heavy Industries, HD Korea Shipbuilding & Offshore Engineering medium fabtechexpo.com
Pentagon ends Chinese mineral waivers before 2027 deadline The phaseout forces Korean and Japanese naval contractors to trace all neodymium magnets down to the mine under DFARS… Global HD Hyundai Heavy Industries, Hanwha Ocean, Mitsubishi Heavy Industries, Shin-Etsu Chemical high sec.gov
Samsung SDI puts Gen 3 lithium packs in Textron E-Z-GO fleet The South Korean battery maker expands cylindrical pack shipments to 2027 utility carts as EV demand cools, adding… Korea Samsung SDI, Textron Inc. high investor.textron.com
IndexBox reports 12% annual growth for dual-arm chip cobots Turnkey bimanual systems handling semiconductor packaging and electronics assembly will double by 2035 as Asia-Pacific drives… Global ABB Group, Rainbow Robotics, Yaskawa Electric, Kawasaki Heavy Industries medium indexbox.io
Micron taps TSMC for custom HBM4E memory, taking on SK hynix The US memory maker will outsource its HBM4E base logic dies to TSMC's advanced node, targeting up to 30% higher bandwidth for… Global Micron Technology, TSMC, Nvidia, SK hynix medium digitimes.com
Pentagon awards Elmet $2.45B to cut China tungsten reliance by 2027 The equity and procurement package expands domestic powder manufacturing fivefold before a federal ban on Russian and Chinese… Global The Elmet Group, Elmet Technologies, Masan High-Tech Materials, EQ Resources high war.gov
AMD and Intel lift chip prices 10% on higher TSMC wafer fees The planned markups across client processors and accelerators pass through foundry price hikes of up to 10% as advanced packaging… Global Advanced Micro Devices, Intel, TSMC, Lenovo high sec.gov
PIIE ties $99.8 billion US-China trade gap to tariff evasion Bilateral customs gaps reached 63% of American imports through July, pointing to transshipment through Vietnam as US tariff rates… Global — medium piie.com
Hanwha Ocean Loses Court Injunction Over Subcontractor Talks The shipbuilder posted notices listing two supplier unions at its Geoje yard after judges rejected its petition to block labor… Korea Hanwha Ocean, Welliv medium hankyung.com
HD Hyundai Heavy union votes down wage deal, reopening talks More than 52% of voting shipbuilders opposed the agreement over base wages, threatening production schedules across three years… Korea HD Hyundai Heavy Industries, Samsung Heavy Industries, Hanwha Ocean, HD Hyundai medium v.daum.net
SFA targets 95% unmanned logistics as chip gear sales double The South Korean automation supplier will deploy humanoid robots with Rainbow Robotics to reach 95% unmanned factory logistics by… Korea SFA, Rainbow Robotics, Daifuku, Murata Machinery medium etnews.com
LG Energy Solution readies Mercedes cylindrical cell rollout in Poland The battery maker has committed 157.5 gigawatt-hours of large-format cylindrical capacity to the German automaker across North… Korea LG Energy Solution, Mercedes-Benz AG, Contemporary Amperex Technology, Samsung SDI medium thelec.kr
South Korean battery makers prepare sodium-ion lines for energy storage Cell manufacturers limit early sodium-ion spending to pilot facilities while targeting 2027 prototype shipments to counter… Korea LG Energy Solution, Samsung SDI, SK On, LG Chem medium marketin.edaily.co.kr
Samsung starts Exynos 2700 production, lifting run size 10% The 2nm processor targets Galaxy S27 handsets in Korea and Europe, trimming reliance on Qualcomm as Samsung Foundry works to… Korea Samsung Electronics, Qualcomm medium r1.community.samsung.com
LG Electronics adds chiller plants in US and Korea for AI cooling A 150 billion won investment in Virginia and domestic sites targets thermal bottlenecks as data center power requirements climb… Korea LG Electronics, LG Energy Solution, LG CNS, Sinar Mas Group medium lge.co.kr
CATL expands Hungary battery workforce for local EV supply Contemporary Amperex Technology Co. Limited is adding staff at its €7.34 billion Debrecen site after starting trial cell… China Contemporary Amperex Technology, BMW, Mercedes-Benz, Volkswagen Group medium catl.com
Lynas buys Meteoric for $672M to control Brazil rare earths The Australian miner's all-stock takeover of the Caldeira deposit targets dysprosium and terbium supplies to break Western… Global Lynas Rare Earths, Meteoric Resources, Posco International medium announcements.asx.com.au
Mitsubishi Heavy buys Shimonoseki site in $638M yard plan The group signed a contract on Oct. 2 to acquire 14.5 hectares for a new hull block plant, backed by up to 40 billion yen in… Japan Mitsubishi Heavy Industries, Mitsubishi Shipbuilding, Oshima Shipbuilding, Kawasaki Heavy Industries high mlit.go.jp
Hitachi and Fanuc form physical AI alliance to run factories The partnership pairs HMAX Industry software with industrial robots across Hitachi plants before commercial deployment to… Japan Hitachi, FANUC medium fanuc.co.jp
MK Electron expands Kunshan plated wire capacity by 50% into 2027 The South Korean materials maker is lifting output at its Chinese plant to meet confirmed orders from local assembly houses as… Korea MK Electron medium edaily.co.kr
Nexchip injects $128M into Anhui Jingmei to secure photomask supply The transaction transfers tooling subsidiary Hefei Jingwei to Anhui Jingmei as part of a 2.2 billion yuan expansion, lifting the… China Nexchip Semiconductor, Dai Nippon Printing, Toppan Photomask, Photronics medium popcj.com
LS Electric wins $133M US transformer deal for AI power grids The 345-kilovolt substation order covers nine North American sites through 2030, underscoring persistent transformer shortages… Korea LS Electric, LS Corp, HD Hyundai Electric, Hyosung Heavy Industries high englishdart.fss.or.kr
China Merchants Energy Shipping seals $2.8B Simandou VLOC transport contract The 25-year freight commitment for Guinea iron ore deploys six newbuild carriers to anchor Chinese sovereign bulk logistics from… China China Merchants Energy Shipping, Rio Tinto high english.sse.com.cn
Hanwha Ocean takes legal action after Geoje crane sit-in The shipbuilder rejected joint bargaining with catering subcontractors under Korea's amended labor law, escalating risks for… Korea Hanwha Ocean medium biz.chosun.com
Inbolt raises $12.5 million for robot vision in auto plants The French robotics startup will deploy 3D vision guidance across automotive manufacturing lines in the United States and the… Global Inbolt, Toyota Motor, Stellantis, Ford Motor medium eu-startups.com
BYD fully opens 16 GWh Xi'an battery plant to scale EV cells in 2026 The 7 billion yuan facility in Shaanxi province anchors mass production of second-generation Blade Batteries to support over one… China BYD, Contemporary Amperex Technology medium autonews.gasgoo.com
Mazagon Dock drops Thoothukudi yard as HD Hyundai wins site The state-run Indian warship builder pivoted to Andhra Pradesh with a $1.8 billion outlay after Tamil Nadu cleared land for the… Korea HD Korea Shipbuilding & Offshore Engineering, Mazagon Dock Shipbuilders, POSCO, BEML medium maritimegateway.com
Hanwha Ocean Wins ABS Approval for 60 MW Floating Data Unit The classification society certified the modular offshore design on Sept. Korea Hanwha Ocean, American Bureau of Shipping, Mitsui O.S.K. Lines, Nautilus Data Technologies medium pressreleases.eagle.org
CATL signs 1.64 GWh battery storage deal for Mexican grid The contract equips the La Alegría solar project with Chinese LFP containers, expanding site storage capacity more than fivefold… China Contemporary Amperex Technology Co. Limited, Copenhagen Infrastructure Partners, Comisión Federal de Electricidad medium ess-news.com
CATL buys 20,000 tons of cathode copper in $320 million pact A Hong Kong unit will prepay $100 million in December to related trader An Sheng Mining, capping purchases at $150 million in… China Contemporary Amperex Technology, CMOC Group, LG Energy Solution, Panasonic Energy medium file.finance.sina.com.cn
Vulcan Elements wins US Army drone permanent magnet contract The award supplies neodymium-iron-boron magnets for motors in the SkyFoundry program, which targets one million small unmanned… Global Vulcan Elements, ReElement Technologies, Ucore Rare Metals, Energy Fuels high war.gov
South Korea court cuts Hanwha Ocean antitrust fine to $560,000 The Supreme Court finalized a ruling reducing a 15.3 billion won penalty by 95% after rejecting antitrust claims over canceled… Korea Hanwha Ocean, Samsung Heavy Industries high ftc.go.kr
SK On orders $118 million in LFP cathodes from L&F for storage The three-year contract represents 7.51% of L&F's 2025 revenue and supplies converted production lines in South Korea and Georgia… Korea SK On, POSCO Future M, Samsung SDI, NeoVolta Power medium donga.com
Rainbow Robotics taps E Tech Group to expand US cobot fleet The agreement appoints the Rockwell Automation Platinum partner to handle deployment and warranty service across North American… Korea Rainbow Robotics, E Tech Group, Samsung Electronics, Rockwell Automation medium etechgroup.com
China Rare Earth pairs with Benmo on humanoid robot magnets The state-backed research unit and Hong Kong-listed actuator maker will develop customized NdFeB alloys and magnetic rings to… China Benmo Technology, China Rare Earth Group, Ningbo Tuopu Group, Harmonic Drive Systems medium stcn.com
Samsung says HBM will take 30% of DRAM wafer capacity by 2027 The shift crowds out standard DDR5 output across shared lines, while research firm TrendForce projects average selling prices for… Korea Samsung Electronics, SK hynix, Micron Technology medium trendforce.com
Synopsys expands TSMC pact with agentic AI chip design tools for A14 The deployment validates autonomous EDA workflows across TSMC's 1.4-nanometer A14 node, multi-die CoWoS interposers and HBM4… Global Synopsys, Taiwan Semiconductor Manufacturing Co., MediaTek, AheadComputing high investor.synopsys.com
Korea opens 1,180 MW battery auction to balance power grid The 7.08 GWh central tender introduces a 25-year contract option in Jeju and tests local cell supply chains at Samsung SDI, SK On… Korea Samsung SDI, LG Energy Solution, SK On, HD Hyundai Electric high mcee.go.kr
Samsung Heavy Industries wins $226 million gas carrier order The 307.4 billion won deal for two very large gas carriers lifts the yard's 2026 merchant vessel order intake to $7.5 billion,… Korea Samsung Heavy Industries high dart.fss.or.kr
HD Hyundai Heavy launches 8,200-ton Aegis destroyer in Ulsan The Daeho Kim Jong-seo completes South Korea's planned six-ship Aegis destroyer fleet, with shipbuilder HD Hyundai Heavy… Korea HD Hyundai Heavy Industries, HD Hyundai, Hanwha Systems, LIG Nex1 medium maritimepress.co.kr
LS Eco Energy builds Vietnam samarium line as US rules loom The Seoul-based supplier will spend 11.6 billion won for 58% of Global Shre Metal to produce 240 tons of defense-grade material… Korea LS Eco Energy, LS Cable & System, Lynas Rare Earths medium donga.com
SFA and Rainbow Robotics form pact on autonomous fab systems The non-binding agreement combines factory logistics software with precision robotic arms to pursue fully unmanned semiconductor… Korea SFA Engineering, Rainbow Robotics, Samsung Electronics medium finance-scope.com
SK hynix Evaluates Solidigm US IPO Amid Governance Scrutiny Reports of a potential $150 billion U.S. listing for the enterprise SSD subsidiary highlight booming AI storage demand while… Korea Solidigm, SK hynix, SK Square, SK Inc. high sec.gov
Foundry 2.0 Revenue Climbs 25% Global TSMC, ASE Technology Holding, Amkor Technology, Nexchip Semiconductor medium counterpointresearch.com
CATL Licenses Battery Pack Tech to Egypt's BME in Cairo Deal The Chinese cellmaker agreed to license commercial electric vehicle pack assembly and supply cells to a $39 million facility… China Contemporary Amperex Technology, BME, MCV, Auto D medium markets.businessinsider.com
SK hynix resumes DRAM packaging outsourcing to vendor Winpac The memory maker is allocating DDR4 and DDR5 flip-chip assembly to the domestic OSAT provider, shifting legacy backend operations… Korea SK hynix, Winpac, APACT, Samsung Electronics medium thelec.kr
SK On assumes $1.5 billion debt from US battery subsidiary The transaction transfers 2.028 trillion won in dollar bonds from SK Battery America to the Seoul parent, representing 14.05% of… Korea SK On, SK Battery America, SK Innovation, Ford Motor Company high englishdart.fss.or.kr
HD Hyundai deploys physical AI in Ulsan shipyard automation The shipbuilder joined South Korea's national physical AI alliance and backed sensor startup AIDIN Robotics to automate heavy… Korea HD Hyundai Heavy Industries, HD Hyundai Robotics, AIDIN Robotics, Hyundai Motor high msit.go.kr
HD Hyundai and Hanwha win China dual-fuel engine contracts South Korean engine builders took over 65% of their 2026 order value from Chinese shipyards, securing high-margin propulsion… Korea HD Hyundai Heavy Industries, HD Hyundai Marine Engine, Hanwha Engine, STX Engine medium chosun.com
Japan urges China to expedite rare earth export approvals Japanese delegates in Beijing raised administrative export delays as Chinese magnet shipments to Japan fell 17.1% in August… Japan Shin-Etsu Chemical, TDK Corporation, Proterial, Toyota Motor high mofa.go.jp
ABB shifts industrial robot control to commercial tablets The handheld E-Device interface supplies physical emergency stop controls across all OmniCore controllers, enabling plant… Global ABB medium abb.com
Japan and Australia advance critical minerals security pact The bilateral framework deploys A$1.67 billion in public capital and long-term offtake agreements to insulate rare earth, gallium… Global Lynas Rare Earths, Sojitz, Alcoa, Ardea Resources high meti.go.jp
Chip fab expansion drives cleanroom SCARA robot demand globally Global industrial robotics revenue will reach $88.66 billion by 2030 as electronics makers and semiconductor fabs deploy… Global Yaskawa Electric, Samsung Electronics, SK hynix, Fanuc Corporation medium nextmsc.com
SRI says robot harmonic drive reducer sales will hit $3.5B Collaborative robot joints are expanding at an 8.3% annual pace, tightening competition between Japan's Harmonic Drive Systems… Global Harmonic Drive Systems, Leader Harmonious Drive Systems, SPG medium industrytoday.co.uk
Korea unfreezes Honam grid to add 2.6 GW of solar capacity The policy ends a two-year connection freeze across 164 substations on Oct. Korea Samsung Electronics, SK hynix, KEPCO high mcee.go.kr
TOPPAN and Broadcom open Singapore plant for AI substrates The 95,000-square-meter facility in Jurong marks TOPPAN’s first overseas FC-BGA base and Broadcom’s push to secure critical… Global TOPPAN Holdings, Broadcom, Advanced Substrate Technologies, NXP Semiconductors medium broadcom.com
POSCO Future M signs $776M LFP cathode supply deal with SK On The three-year agreement covers battery cells produced at SK On's Georgia plant for North American energy storage systems,… Korea POSCO Future M, SK On, LG Energy Solution, Samsung SDI high dart.fss.or.kr
Samsung SDI debuts cylindrical LFP cells for AI data centers at DCWA The South Korean cell maker showcased emergency backup power units that passed UL indoor fire testing as hyperscalers demand… Korea Samsung SDI, Stellantis, UL Solutions medium samsungsdi.co.kr
Hanwha Ocean wins $500 million LNG carrier deal from Zodiac The two-vessel contract lifts the shipbuilder's September intake to 2.89 trillion won, marking a pivot by independent non-energy… Korea Hanwha Ocean, Zodiac Maritime, Yang Ming Marine Transport high dart.fss.or.kr
HD Hyundai books $243 million order for two Ro-Ro vessels The contract with Luxembourg-based CLdN secures shipyard berths through late 2029 while accelerating dual-fuel fleet renewal… Korea HD Hyundai Heavy Industries, CLdN, HD Korea Shipbuilding & Offshore Engineering medium snmnews.com
Kandi wins second CATL heavy-truck battery swap station order in China The follow-on deal expands China Battery Exchange's supply role under CATL's commercial vehicle swap network, which targets 900… China Kandi Technologies Group, CATL, QIJI Energy medium globenewswire.com
CATL begins trial cell production at 100 GWh Hungarian site The €7.34 billion Debrecen facility cleared environmental disputes to run its first two lines, challenging Korean cell makers… China Contemporary Amperex Technology, Samsung SDI, SK On, LG Energy Solution medium catl.com
Volkswagen and Gotion commit $3.7B to European battery hubs The three-factory partnership covers cell plants in Spain and Slovakia alongside cathode production in Morocco to bypass European… Global Gotion High-tech, Volkswagen Group, PowerCo, Stellantis medium cnevpost.com
SK hynix validates HBM5 with TSMC on next-generation CoWoS The South Korean chipmaker secured TSMC's partner award after completing thermal and electrical trials on eighth-generation… Korea SK hynix, TSMC, Nvidia, Samsung Electronics medium news.skhynix.co.kr
TSMC plans to lift wafer foundry prices by 3% to 6% from 2027 Leading-edge 2-nanometer and 3-nanometer lines face the steepest increases as AI chip demand fills foundry capacity through 2030… Global Taiwan Semiconductor Manufacturing Co., Nvidia, Apple, Qualcomm medium digitimes.com
Synopsys certifies TSMC A14 EDA flows and tapes out 64G UCIe The milestone expands 2-nanometer IP libraries for HBM4 memory and CoWoS packaging, locking fabless chipmakers into angstrom-era… Global Synopsys, TSMC, Nvidia, Advanced Micro Devices high investor.synopsys.com
NYK Names Hyundai Samho LNG Carrier for Cameron Export Trade The 174,000-cubic-meter Diamond Gas Nexus will transport American fuel under charter to Mitsubishi subsidiary Diamond Global… Korea Nippon Yusen Kabushiki Kaisha, HD Hyundai Samho Co., Mitsubishi Corporation, Sempra Infrastructure medium imarinenews.com
Samsung SDI clears UL fire safety test for utility LFP battery systems The containerized SBB 2.0 system demonstrated zero fire propagation in testing, advancing plans to produce cells at its Indiana… Korea Samsung SDI, Stellantis, Contemporary Amperex Technology, BYD medium thelec.kr
TSMC adds five packaging fabs in Chiayi to ease AI crunch Taiwan's consultation for a 198.65-hectare Chiayi Science Park expansion clears the path for TSMC to construct five more advanced… Global TSMC, ASE Technology Holding, Nvidia medium biz.chosun.com
Mobilint tests robot AI chips with Doosan to curb Nvidia costs South Korea will invest 511.1 billion won through 2030 to deploy domestic neural processing units across collaborative arms,… Korea Mobilint, Doosan Robotics, LG Electronics, Daedong high keit.re.kr
Vanguard and NXP open Singapore fab, weigh second chip plant The $6.7 billion joint facility begins risk production at 40nm to 130nm nodes, offering Western automotive and AI hardware… Global Vanguard International Semiconductor, NXP Semiconductors, Taiwan Semiconductor Manufacturing Co. high media.nxp.com
US mounts Kenya rare earth challenge against China at Mrima Hill Washington backs Western mining consortia for Kwale County niobium and rare earth rights as Kenya enforces local refining rules… Global Critical Metals Corp, Iluka Resources, RareX Limited, European Lithium medium scmp.com
Qualcomm keeps TSMC for 2nm processors, shutting out Samsung Foundry The mobile chipmaker affirmed its exclusive production tie to TSMC despite wafer costs topping $30,000, leaving Samsung with… Korea Qualcomm, Samsung Electronics, TSMC, Apple medium wccftech.com
CATL launches TECTRANS II battery to anchor European trucks The modular commercial platform delivers a 1,000-kilometer range and cuts automaker research costs up to 70%, backed by a green… China Contemporary Amperex Technology, DHL Group medium cleantechnica.com
BYD launches 1,000-hp electric truck to challenge Tesla Semi The 44-metric-ton ETT 44 tractor pairs a 651 kWh Blade Battery with 20-minute flash charging to enter European long-haul freight… China BYD, Tesla, Daimler Truck, Volvo Group medium chinaevhome.com
BYD readies solid-state battery road trial as rivals advance The Chinese automaker clarified its deployment schedule following reports of road trials, confirming a demonstration run ahead of… China BYD, Samsung SDI, Toyota Motor, Contemporary Amperex Technology medium engadget.com
TSMC begins 1.4nm pilot wafer runs ahead of 2028 volume ramp The foundry accelerated trial activity across Hsinchu and Taichung as it pre-empts rival nodes from Intel and Samsung for… Global Taiwan Semiconductor Manufacturing Co., Apple, Nvidia, Intel medium wccftech.com
CATL says 14-year-old LFP cells retain 85% capacity after tests Laboratory tests on cells from China's 63 MWh Zhangbei project show 10 years of secondary grid storage life, though independent… China Contemporary Amperex Technology Co., Limited, State Grid Corporation of China, LG Energy Solution medium digitaltoday.co.kr

Companies appearing in this tracker

This tracker is built from East Asia Brief briefings and updates as we publish. Where a briefing rests on a document we can link, the source column points at that document, not at our coverage of it. Confidence grades are explained on our methodology page. Something missing? Tell us.