Tuesday, October 13, 2026

East Asia Brief

Business•Industry•Policy Intelligence

Export Controls tracker

Every Export Controls 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.

104 entries · 95 with a linked primary document · Cross-border, China, South Korea, Japan · updated October 13, 2026

DateDevelopmentWhereCompanies exposedConfidenceSource
Malaysia links rare earth export permits to technology deals The natural resources ministry affirmed conditional ore shipments while parliament debated a state vehicle to manage $188 billion… Global Lynas Rare Earths, Khazanah Nasional, JS Link, Southern Alliance Mining medium rareearthexchanges.com
CXMT plans 4F² server DRAM launch, hitting memory shares A 33% cell shrinkage gives China's memory champion a pathway to 50% higher bit density, putting pricing pressure on Samsung, SK… China ChangXin Memory Technologies, Samsung Electronics, SK hynix, Micron Technology medium globaltimes.cn
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
Korean battery makers secure non-FEOC LFP supply contracts LG Energy Solution and Samsung SDI are locking in North American materials contracts before federal rules end transition relief… Korea LG Energy Solution, Samsung SDI, POSCO Future M, Nvidia high federalregister.gov
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
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
China rare earth suppliers hold shipments to US contractors Delays mount across American defense motor supply chains as Chinese exporters withhold heavy rare earths and permanent magnets… China MP Materials, USA Rare Earth, Oshkosh Defense high mofcom.gov.cn
China caps hybrid car exports to EU to ease rare earth flows A bilateral pact struck Oct. 9 slashes projected vehicle shipments by over 50% across four years while speeding green-channel… Global BYD, SAIC Motor, Volkswagen, Stellantis medium tvpworld.com
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
Malaysia curbs raw rare earth exports to force local refining in 2026 Revised export guidelines cap research shipments at 100 metric tons and require overseas processing applicants to build domestic… Global DTEC Mineral & Metal Technology, Lynas Rare Earths medium asianews.network
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
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
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
Tokyo Electron nears 1 trillion yen profit on memory capex Surging wafer equipment demand from Samsung Electronics and SK hynix puts Tokyo Electron's annual operating profit target within… Japan Tokyo Electron, Samsung Electronics, SK hynix medium tel.com
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
US limits aircraft part licenses to China to counter mineral limits The Commerce Department has restricted deliveries to COMAC and weighed curbs on landing gear as negotiators contest rare earth… China Commercial Aircraft Corporation of China, Boeing, ExxonMobil, GE Aerospace medium etnownews.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
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
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
India pushes rare earth magnet output to counter China curbs A 72.8 billion rupee incentive package draws 20 corporate bids to build 6,000 tons of annual capacity as New Delhi moves to… Global Coal India, Larsen & Toubro, Lohum Magnets & Energy Solutions, IREL (India) Limited medium ddnews.gov.in
US Senator Daines urges China talks to protect rare earths The appeal follows a 21% drop in August magnet imports from China, with bilateral working groups seeking to avert shortages… China MP Materials, USA Rare Earth high daines.senate.gov
China bans dual-use sales to MP Materials and US refiners The Ministry of Commerce export blacklist targets MP Materials and USA Rare Earth, cutting off specialized processing feedstocks… China MP Materials Corp., USA Rare Earth, Inc., Shenghe Resources high mofcom.gov.cn
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
China magnet export controls near end of one-year suspension Western automakers and robotics builders stepped up rare earth magnet purchases as Beijing prepared to let a pause on… China JL MAG Rare-Earth, Shin-Etsu Chemical, TDK Corporation, Beijing Zhong Ke San Huan High-Tech high kosti.or.kr
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
Dysprosium prices jump outside China as buyers split supply Benchmark and REEx data show heavy rare earths trading up to 17 times higher in Europe and North America as military rules… Global Arnold Magnetic Technologies, MP Materials, Lynas Rare Earths high federalregister.gov
China yttrium export curbs squeeze Western chip toolmakers Ultra-high purity yttrium oxide surged 140-fold to $850 a kilogram as plasma etch chamber coating shortages delay wafer fab tool… China Applied Materials, Lam Research, Shin-Etsu Chemical, Lynas Rare Earths high mofcom.gov.cn
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
Talga advances Japan graphite anode pacts for Swedish output The Australian developer moved closer to binding contracts with Mitsubishi Chemical, Dainen and Hanwa as Japanese manufacturers… Japan Talga Group, Mitsubishi Chemical Corporation, Hanwa, Dainen Materials high ec.europa.eu
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
China extends trade barrier probes on US green supply chains The Ministry of Commerce gave investigators three more months to assess American export curbs and clean-energy trade… China — high mofcom.gov.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
TikTok hires Akin Gump to steer US trade and export controls A disclosure filed Sept. 25 shows the video platform paid $110,000 to navigate algorithm and customs restrictions, dropping… China TikTok Inc., ByteDance Ltd., Ballard Partners LLC, Crossroads Strategies LLC medium legis1.com
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
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
German industry stockpiles critical minerals for China trade talks Industrial buyers expand rare earth and gallium reserves as Brussels prepares for October negotiations in Beijing, while US… Global Tradium, BMW medium harici.com.tr
China Gallium Export Controls Deplete Western Chip Stockpiles Prolonged licensing friction under Beijing's trade notices leaves compound chipmakers and defense radar programs facing tight raw… China Lockheed Martin, RTX high mofcom.gov.cn
China halts sulfuric acid exports, squeezing nickel plants Ministry records confirm no statutory decree was issued Sept. 28, prolonging informal customs curbs that cut 4.65 million tons of… China GEM Co., PT QMB New Energy Materials, PT ESG New Energy Material, PT Meiming New Energy Material high mofcom.gov.cn
Evolution Metals expands Korea magnet plant to 10,000 tons The US firm is scaling its Pohang facility ten-fold to 10,000 metric tons ahead of a January 2027 Pentagon ban on Chinese rare… Korea Evolution Metals & Technologies, ULVAC, KEPCO, Tokai Trading high sec.gov
TSMC captures 72.5% foundry share as gap with Samsung widens Surging demand for artificial intelligence processors and proprietary advanced packaging leaves contract rivals trailing across… Global Taiwan Semiconductor Manufacturing Co., Samsung Electronics, Semiconductor Manufacturing International Corporation, Nvidia high investor.tsmc.com
Malaysia overtakes China in US drone market as tariffs bite A report by Rare Earth Exchanges shows Malaysian facilities shipped 348,400 drones to America, capturing 84% of micro-UAS imports… Global Anzu Robotics, SZ DJI Technology, Lynas Rare Earths, JS Link medium rareearthexchanges.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
China Substrate Makers Speed Glass Core Lines for AI Chips BOE and domestic suppliers deployed automated through-glass via tools to challenge Korean rivals for next-generation… China BOE Technology Group, Jiangxi WG Tech, Tianma Microelectronics, SKC medium finance.biggo.com.tw
US and Japan coordinate on yttrium to counter China chip bottleneck Bilateral talks target alternative refining and recycling channels after Chinese export curbs sent high-purity oxide prices from… Global Shin-Etsu Chemical high meti.go.jp
White House keeps chip export controls after Xi-Trump summit Bilateral summit readouts carve out $30 billion in consumer goods for tariff relief, but U.S. Global Samsung Electronics, SK hynix, Semiconductor Manufacturing International Corporation, ASML high whitehouse.gov
Benchmark says ex-China heavy rare earth prices jumped 150% in Q3 Western buyers paid a sixteenfold premium for European dysprosium oxide over Chinese domestic spot rates as Pentagon procurement… Global MP Materials, Lynas Rare Earths, Lockheed Martin, Raytheon Technologies high iea.org
HD Hyundai and Hanwha Ocean split naval platforms for export Shipbuilders pursue specialized foreign bids after Hanwha Ocean locked in a 7.8 trillion won destroyer contract and HD Hyundai… Korea HD Hyundai Heavy Industries, Hanwha Ocean, Hanwha Systems, LIG Nex1 medium chosun.com
India and Japan deepen defense ties to secure supply chains Defense and foreign ministry officials held talks in New Delhi on Sept. Global Bharat Electronics Limited, NEC Corporation, The Yokohama Rubber Co., Sampa Kogyo K.K. high mofa.go.jp
Aerospace suppliers test rare-earth-free turbine coatings The National Research Council of Canada and Oerlikon Metco are reviving 1970s non-rare-earth ceramic formulas as Chinese supply… Global Oerlikon Metco, GE Aerospace, Pratt & Whitney, Rolls-Royce medium live.euronext.com
China bars dual-use exports to Japan citing military end-use Spokesperson remarks on Sept. 21 reinforce restrictions covering 80 Japanese entities, halting rare-earth shipments and… China Mitsubishi Heavy Industries, Mitsubishi Electric, Subaru Corporation, Mitsui E&S high aqygzj.mofcom.gov.cn
Hanwha Ocean Wins $508 Million Thai Stealth Frigate Program The South Korean shipbuilder beat five international yards to secure the 16.73 billion baht naval contract, positioning the yard… Korea Hanwha Ocean, HD Hyundai Heavy Industries, ST Engineering, Navantia medium haesanews.com
Chinese rare earth suppliers halt shipments to US customers Hold-ups of yttrium and indium cargo follow Beijing's blacklisting of the Responsible Business Alliance, leaving aerospace and… China China Northern Rare Earth Group, China Rare Earth Group, Lockheed Martin, Boeing high mofcom.gov.cn
CXMT starts 5th-gen DRAM output, bypassing US tool controls The Chinese chipmaker deployed deep ultraviolet quadruple patterning to reach an 11.95-nanometer half-pitch and began volume runs… China ChangXin Memory Technologies, Samsung Electronics, SK hynix, Micron Technology medium en.sedaily.com
Japan confronts rare earth magnet squeeze under China curbs in August China shipped 212 tons of permanent magnets to Japan in August, rebounding 90.3% from July but remaining 17.1% below 2025 levels… Japan JOGMEC high mofcom.gov.cn
Trump signs sanctions act authorizing 100% tariffs on oil buyers The measure targets goods from the top five purchasers of Russian crude oil and natural gas, putting Indian and Chinese supply… Global Reliance Industries, Indian Oil Corporation, Sinopec, China National Petroleum Corporation high whitehouse.gov
China Imposes Border Exit Bans for Dual-Use Export Breaches State Council Order No. 841 grants trade officials authority to block citizens from departing China indefinitely when tech… China Ministry of Commerce of China, National Immigration Administration, Tokyo Electron high big5.www.gov.cn
China Rare Earth Group seeks control of Shenghe Resources A potential buyout would give Beijing indirect exposure to the sole operating American rare earth mine alongside the Pentagon, MP… China China Rare Earth Group, Shenghe Resources, MP Materials, Peak Rare Earths high big5.sse.com.cn
SK hynix subsidiary Solidigm weighs NAND fab in New York The South Korean memory producer said Sept. 18 that no terms are settled, as Washington pressures foreign chipmakers to onshore… Korea SK hynix, Solidigm, Intel, Micron Technology high kind.krx.co.kr
Pentagon Inspects Hanwha Ocean Docks for US Frigate Programs A senior defense official visited the Geoje shipyard on Sept. 16 under a White House rule allowing foreign-built hulls for… Korea Hanwha Ocean, Philly Shipyard, HD Hyundai Heavy Industries medium m.segye.com
US House advances 100% tariff bill on Russian crude buyers The measure targets major importers including India and China with secondary duties, threatening refining margins built on… Global Indian Oil Corporation, Bharat Petroleum, Reliance Industries, Nayara Energy high rules.house.gov
SK hynix denies US memory fab deal with Intel at Ohio site The South Korean memory maker refuted reports of leasing space at Intel's New Albany facility, while Seoul noted any HBM transfer… Korea SK hynix, Intel medium yna.co.kr
Metlen warns Europe may lose gallium supply to US buyers The Greek refiner's planned 50-ton unit covers all European demand, but 25% is already contracted to an American firm as regional… Global METLEN Energy & Metals, STMicroelectronics, Infineon Technologies medium ft.com
EnPower, Echion agree to build US robotics battery cells The Indianapolis plant will pair niobium anodes with ceramic separators to give industrial robots rapid charging and 10,000-cycle… Global EnPower, Echion Technologies, CBMM, FANUC medium echiontech.com
LiBEST signs non-China graphite anode deal with Canada's GBM for 2027 The non-binding agreement covers Canadian natural graphite qualification for defense cells, targeting initial shipments by 2027… Korea LiBEST, Global Battery Materials, Lomiko Metals high iva.or.kr
China and South Africa advance battery mineral refining pact Beijing seeks overseas processing hubs to bypass Western trade barriers as Pretoria demands that refiners add value to its 37%… China Contemporary Amperex Technology, BYD high english.mofcom.gov.cn
TSMC revenue rises 53% on AI demand to record NT$514 billion The Taiwanese contract chipmaker reached NT$514.81 billion in August sales as advanced-node orders widened its global foundry… Global Taiwan Semiconductor Manufacturing Co., Nvidia, Samsung Electronics, Semiconductor Manufacturing International Corp. medium pr.tsmc.com
Modi warns BRICS against mineral export curbs in New Delhi The warning at the 18th summit challenges Beijing's supply dominance as expanded BRICS members account for 40% of global GDP and… Global Khanij Bidesh India Ltd, Sona BLW Precision Forgings, China Northern Rare Earth Group, GAIL India medium yna.co.kr
Korea doubles US rare earth imports to counter China quotas Inbound deliveries of American rare earth oxides reached $19.06 million as manufacturers diversify magnet feedstocks, though… Korea MP Materials, POSCO International, Seong-An, Energy Fuels high investors.energyfuels.com
CXMT beats SK hynix and Micron in DRAM margin at 87.59% gross rate A second-quarter gross margin of 87.59% propelled the Chinese memory maker past foreign rivals as heavy domestic demand and… China ChangXin Memory Technologies, SK hynix, Micron Technology, Samsung Electronics medium trendforce.com
Honda invests in Niron Magnetics for rare-earth-free magnets The Japanese automaker joined US venture backers to scale iron nitride production in Minnesota, aiming to insulate its electric… Japan Honda Motor, Niron Magnetics, Stellantis, Volvo Cars medium wardsauto.com
SMIC narrows foundry gap with Samsung as Q2 sales surge 20% The Chinese chipmaker captured 5.4% of the global market with $3.0 billion in quarterly revenue, trailing Samsung by just 0.5… China Semiconductor Manufacturing International Corporation, Samsung Electronics, Taiwan Semiconductor Manufacturing Company, GlobalFoundries medium trendforce.com
US warns Ford over Chinese battery ties with CATL and Geely Transportation Secretary Sean Duffy cited Marshall factory licensing and European joint ventures in an official letter as Ford… Global Ford Motor, CATL, Geely, BYD medium devdiscourse.com
IQE warns China export curbs choke indium phosphide supplies Wafer prices surged 250% to $5,000 as the British epiwafer maker flagged raw material permit delays while posting a 43% jump in… China IQE plc, Coherent, Lumentum Holdings, MACOM Technology Solutions medium iqep.com
Hanwha Ocean faces $1.0 billion arbitration over Arctic LNG Russia's Arctic LNG 2 filed a 1.37 trillion won claim in Singapore alleging breaches of step-in rights after sanctions cancelled… Korea Hanwha Ocean, Novatek, Sovcomflot, Yang Ming Marine Transport medium press9.kr
China export pause on rare earths nears Nov. 10 expiration A one-year waiver on Chinese export controls covering heavy rare earths and battery materials is scheduled to lapse on Nov. China China Rare Earth Group, Northern Rare Earth high mofcom.gov.cn
Korea Zinc taps e-waste to build non-China rare earth supply A state policy report highlights the smelter's urban mining and biochemical extraction ventures as South Korea seeks alternatives… Korea Korea Zinc, Alta Resource Technologies medium rd.kdb.co.kr
Samsung denies Chinese tool testing as US tightens fab controls South Korean memory makers face annual US export reviews for their Chinese fabs as Washington curbs equipment servicing and… Korea Samsung Electronics, SK hynix, Applied Materials, Lam Research high bis.gov
Xi Jinping plans business delegation for Donald Trump summit Beijing aims to ease trade friction and protect cross-border commerce as U.S. China Boeing, Apple, Nvidia, Tesla high fmprc.gov.cn
Tesla drops rare earths in Cybercab motor to cut China risk The drive unit shrinks 18% and sheds 25% in weight, while federal regulators open a safety review into the driverless vehicle in… Global Tesla, Shin-Etsu Chemical, Proterial high ir.tesla.com
Samsung SDI explores Chinese suppliers for solid-state cells The battery maker is vetting sulfide electrolyte precursors in China ahead of 2027 production, risking friction with US subsidy… Korea Samsung SDI, Guangzhou Tinci Materials Technology, POSCO Holdings, Lotte Energy Materials high kind.krx.co.kr
SK hynix starts $4 billion packaging plant in Indiana to feed US AI The Purdue Research Park campus will open cleanrooms in October 2028 before starting mass production of next-generation… Korea SK hynix, Nvidia, TSMC, Samsung Electronics high events.in.gov
Japan offers U.S. chip investment to win semiconductor tariff relief Economy Minister Ryosei Akazawa met Commerce Secretary Howard Lutnick to protect Japanese chip suppliers using Tokyo's $550… Japan SoftBank Group, Toshiba, Westinghouse, Tokyo Electron high meti.go.jp
China rare earth suppliers halt US shipments ahead of Washington summit talks Processors pause mineral cargoes to American buyers over regulatory risks despite valid export licenses, leaving United States… China MP Materials, USA Rare Earth, Oshkosh Defense, L3Harris Technologies high mofcom.gov.cn
Brazil Senate passes critical minerals bill to expand rare earth processing The legislation allocates 7 billion reais to build domestic refining capacity and challenge China's control over permanent magnet… Global Serra Verde medium www12.senado.leg.br
CXMT starts pilot HBM3E production as China accelerates AI chip self-reliance Chinese memory maker CXMT is testing fifth-generation high-bandwidth memory with domestic chip designers following United States… China ChangXin Memory Technologies, Alibaba Group, Cambricon Technologies, Samsung Electronics high english.sse.com.cn
China permanent magnet controls squeeze motor supply as alloy research stalls Export licensing and refining bottlenecks keep electric drive makers tied to standard rare-earth grades despite laboratory trials… China JL MAG Rare-Earth, Ningbo Yunsheng, Beijing Zhong Ke San Huan, Chinese Academy of Sciences high iea.org
China tightens dual-use export screening on aerospace titanium powders and tooling Prior licensing rules covering spherical alloy powders and bonding equipment force Western aerospace contractors to audit Tier 2… China Xi'an Bright Laser Technologies Co Ltd, GE Aerospace high mofcom.gov.cn
Korea tightens cross-border M&A reviews on core industrial technologies Revisions to the industrial technology act and updated national core technology rosters give regulators direct injunction powers… Korea Korea Planning & Evaluation Institute of Industrial Technology high motir.go.kr
China scales dysprosium recovery from spent magnets as primary mining quotas tighten Hydrometallurgical refiners now extract up to 12 percent of domestic heavy rare earth supply from NdFeB scrap under Beijing's… China China Northern Rare Earth Group, Shenghe Resources, China Rare Earth Group, Anhui Earth-Panda Advance Magnetic Material high mee.gov.cn
Korea tightens export licensing rules on robotics actuator technology South Korea mandates end-user vetting for precision motion blueprints, raising compliance duties for robotics ventures seeking… Korea Neuromeka, Robotis high kosti.or.kr
Korean Shipyards Submit Coordinated CPSP Bid with Industrial Offsets Hanwha Ocean and HD Hyundai structure offset packages for Canada's $40 billion patrol submarine replacement program. Korea Hanwha Ocean, HD Hyundai Heavy Industries, ThyssenKrupp, Babcock International medium koreaherald.com
China RISC-V Chipmakers Tap Domestic 14nm Nodes for Industrial AI Chinese fabless designers are taping out custom RISC-V edge accelerators on SMIC 14nm lines to bypass advanced packaging… China Semiconductor Manufacturing International Corporation, Canaan Inc., Alibaba Group Holding, JCET Group high sec.gov
Japan Tightens Laser Micromachining Screening Under Revised Dual-Use Export Rules The Ministry of Economy, Trade and Industry updated technical thresholds for pulse duration and beam wavelength, altering… Japan Disco Corporation, Hamamatsu Photonics, DMG Mori, Taiwan Semiconductor Manufacturing Co high meti.go.jp
China Customs tightens origin documentation for graphite transit shipments New administrative guidelines mandate verified origin certificates and technical assays for bonded graphite transshipments across… China Posco Future M, LG Energy Solution, Samsung SDI, SK On high mofcom.gov.cn
China mandates digital tracking codes for heavy rare earth shipments to tighten export control The Ministry of Industry and Information Technology requires refiners to register dysprosium and terbium batches on a state… China China Rare Earth Group, China Northern Rare Earth Group High-Tech, JL MAG Rare-Earth, Ningbo Yunsheng — —
Naura and SMEE Accelerate Domestic Tool Shipments to Chinese Fabs Chinese chipmakers expand procurement of domestic etching and lithography tools as foundries push to insulate production lines… China Naura Technology Group, Shanghai Micro Electronics Equipment, Semiconductor Manufacturing International Corporation, Advanced Micro-Fabrication Equipment Inc. China — —
China Tightens Dual-Use Graphite Export Licensing for Anode Supply Chains Ministry of Commerce reviews stretch to 75 days as overseas battery makers face granular end-user documentation rules for… China POSCO Future M, BTR New Material Group, Ningbo Shanshan, Shanghai Putailai New Energy Technology — —
China DRAM Makers Advance Proprietary Vertical Stacking to Counter HBM Export Curbs Domestic memory fabricators and packaging houses deploy customized TSV tools and hybrid bonding to build localized high-bandwidth… China ChangXin Memory Technologies, JCET Group, Naura Technology Group, Huawei Technologies — —
Tokyo Electron Deploys Cryogenic Etch Systems to Challenge US Grip on 3D NAND The Japanese toolmaker is qualifying high-selectivity dielectric etch platforms across South Korean and Japanese memory lines as… Japan Tokyo Electron, Lam Research, Samsung Electronics, SK hynix — —
Japan tenders economic security subsidies for synthetic graphite anode substitutes METI opens dedicated funding rounds for silicon-dominant and hard-carbon anode projects to insulate domestic battery lines from… Japan Resonac Holdings, Shin-Etsu Chemical, Panasonic Energy, Kuraray — —
China Consolidates State Antimony and Gallium Refining to Lock Down Metal Value Chain Provincial smelting hubs face centralized operational quotas to guarantee domestic high-purity processing before export clearance. China China Minmetals Corporation, Aluminum Corporation of China, Hunan Gold Group, Sumitomo Chemical — —
Mitsubishi Heavy Industries refines Mogami frigate design for Oceanian naval tenders The shipbuilder offers tailored combat system integration and modular build plans to meet Australia and regional delivery… Japan Mitsubishi Heavy Industries, Mitsubishi Electric, Kawasaki Heavy Industries, Saab AB — —
China Tightens Connected Vehicle Data Rules With Mandatory Local Sensor Scrubbing The Ministry of Industry and Information Technology requires automakers to sanitize autonomous driving telemetry and… China Tesla, Volkswagen Group, BMW, Mercedes-Benz — —

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.