Tuesday, October 13, 2026

East Asia Brief

Business•Industry•Policy Intelligence

Subsidies tracker

Every Subsidies 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.

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

DateDevelopmentWhereCompanies exposedConfidenceSource
HD Hyundai and Siemens launch Busan digital shipyard center The Global Marine Center deploys 50 engineers to test virtual shipyard tools, aiming to cut vessel construction time by 30% by… Korea HD Korea Shipbuilding & Offshore Engineering, HD Hyundai Heavy Industries, HD Hyundai Samho, Siemens medium newstomato.com
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
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
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
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
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
LG Energy Solution shifts battery output to AI data centers South Korean battery makers accelerate grid storage production as Nvidia certifies containerized energy systems to cushion sudden… Korea LG Energy Solution, Samsung SDI, Nvidia, Tesla medium maily.so
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
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
China Northern Rare Earth fixes fourth-quarter concentrate supply price A quarterly formula adjustment at 38,769 yuan per ton sets upstream costs while the Baotou exchange builds nationwide benchmark… China China Northern Rare Earth, Inner Mongolia Baogang Steel Union, JL MAG Rare-Earth high sse.com.cn
Suzuki selects BYD LFP battery cells for inaugural Japanese mini EV The procurement decision equips Suzuki's e SKY kei car with a 26 kilowatt-hour pack, intensifying cost competition against… Japan Suzuki Motor, BYD, Nissan Motor, Honda Motor medium ground.news
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
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
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
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
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
SK On cuts 40 jobs at Tennessee battery site, delaying output to 2028 The South Korean cell maker reduced staffing at its Stanton facility to roughly 30 workers, deferring commercial production to… Korea SK On, Ford Motor Company high comptroller.extglb.tn.gov
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
Chery Automobile orders solid-state battery tools for 2027 EV tests The Chinese carmakers are shifting next-generation cell manufacturing out of laboratories and into pre-production factories,… China Chery Automobile, BYD, Samsung SDI, LG Energy Solution high jxt.hubei.gov.cn
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
XPeng Scales Humanoid Robot Line with Electric Vehicle Parts in 2026 The Chinese electric vehicle maker aims to build 1,000 units monthly by late 2026, cutting component procurement overhead by… China XPeng Inc., Tesla Inc., Hyundai Motor Group, Alibaba Group Holding medium xpeng.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
LG Energy Solution beats profit views on grid battery orders Operating profit jumped 25.7% to 756 billion won as stationary energy storage lines ran at capacity in North America, more than… Korea LG Energy Solution, General Motors, Hyundai Motor Group, Elevra Lithium medium lg.co.kr
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
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
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
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
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
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
CATL Surpasses Korean Battery Trio in Markets Outside China The Chinese cell giant captured 33.7% of non-China electric vehicle battery usage through August 2026 as South Korean competitors… Global Contemporary Amperex Technology, LG Energy Solution, SK On, Samsung SDI medium sneresearch.com
Kawasaki Heavy unveils quadruped AI robot for shipyards in 2026 The four-legged machine navigates vertical hull plates using abdominal magnets to automate hazardous welding and inspection at… Japan Kawasaki Heavy Industries, Nvidia, Shin Kurushima Dock, Namura Shipbuilding high global.kawasaki.com
Suzuki launches Japan's cheapest mini EV using BYD batteries The 2.12 million yen e SKY undercuts domestic rivals and presses Japanese cell makers as lithium iron phosphate chemistry… Japan Suzuki Motor, BYD, Panasonic Holdings, Nissan Motor medium marketin.edaily.co.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
BYD readies Da Han EV for Oct. 13 debut with 1,008-km range The flagship sedan pairs a 0.197 drag coefficient with a 102.3 kilowatt-hour blade battery, pricing between 249,900 yuan and… China BYD, Mercedes-Benz Group, BMW medium carnewschina.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
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
LG Energy Solution signs 46-series battery deal for US vans The non-binding agreement with startup Indigo Technologies covers deliveries from 2027 to 2030, broadening the South Korean cell… Korea LG Energy Solution, Indigo Technologies, Tesla, Rivian medium inside.lgensol.com
HD Hyundai Heavy Industries secures offshore substation deal in Taean The 500-megawatt turnkey contract for the Taean wind project expands the shipbuilder's offshore fabrication yard into renewable… Korea HD Hyundai Heavy Industries, Vena Energy, Copenhagen Infrastructure Partners, Korea Western Power medium nongaek.com
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
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
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
EcoPro BM and Samsung SDI agree to co-develop solid-state materials South Korea's top cathode maker and cell producer sign an agreement to commercialize sulfide-based solid-state batteries by 2027. Korea EcoPro BM, Samsung SDI medium yna.co.kr
Micronex builds $9.5 million chip lead-frame plant in Sanand The 500 million unit facility marks India's first domestic supplier for packaging backbones as Sanand expands into an outsourced… Global Micronex Technology, Kaynes Technology, Micron Technology, CG Power medium digitimes.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
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
LG Energy Solution clarifies $4.3B Tesla energy storage deal The 5.94 trillion won pact signed in 2025 provides Michigan-made lithium iron phosphate cells for Tesla Megapack 3 units rather… Korea LG Energy Solution, Tesla, Contemporary Amperex Technology, General Motors medium mk.co.kr
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
Tata Electronics readies Assam chip plant with non-China network The $3.2 billion Jagiroad OSAT facility enters pilot testing ahead of a December launch, lining up nine non-China vendors to… Global Tata Electronics, Qualcomm, BE Semiconductor Industries, Enomoto medium livemint.com
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
Hyundai Steel and POSCO build US plant to bypass Section 232 The Korea Iron & Steel Association endorsed bilateral energy projects on Oct. Korea Hyundai Steel, POSCO, Hyundai Motor, Kia medium steeldaily.co.kr
Japan Display sells Mobara fab to Shinko for chip packaging The transaction yields an estimated 51.4 billion yen extraordinary gain for the display maker as Shinko converts the site into an… Japan Japan Display Inc., Shinko Electric Industries, FICT, Samsung Display medium j-display.com
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
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
TSMC weighs Texas foundry campus to expand US chip capacity Deliberations over an additional manufacturing site follow $265 billion committed to Arizona, as North American customers… Global Taiwan Semiconductor Manufacturing Co., Nvidia, Advanced Micro Devices, Samsung Electronics medium pr.tsmc.com
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
SFA and Rainbow Robotics partner on AI manufacturing robots The South Korean factory equipment supplier deployed two dual-arm humanoids at its Asan center to automate logistics lines by… Korea SFA Engineering, Rainbow Robotics, Samsung Electronics medium v.daum.net
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
BYD Widens BEV Lead Over Tesla to Record 275,946 Cars in Q3 Chinese automaker delivered 762,478 pure electric vehicles in the third quarter, outstripping Tesla by 56.7% as vertical battery… Global Tesla, BYD Company, Contemporary Amperex Technology, LG Energy Solution high ir.tesla.com
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
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
EcoPro replaces affiliate CEOs to defend margins in EV slump The South Korean cathode producer named new leadership for its parent firm and core manufacturing units to curb capital spending… Korea EcoPro, EcoPro BM, EcoPro HN, EcoPro Materials high dart.fss.or.kr
Japan leads India FDI with $5.7 billion as factories expand Ministry data shows Tokyo supplied 28.8% of New Delhi's $19.81 billion first-quarter equity inflows as automakers and component… Japan Suzuki Motor, TDK, Murata Manufacturing medium sundayguardianlive.com
CATL warns China's solid-state battery target faces cost gap The battery maker pegged solid-state readiness at level four out of nine, warning sulfide cells cost up to five times more than… China Contemporary Amperex Technology Co. Limited, Toyota Motor, Dongfeng Motor, Nio high jxt.hubei.gov.cn
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
CK Solution wins SK hynix cleanroom deal, targeting 500B won A $110 million contract for SK hynix's Indiana packaging fab lifts the cleanroom engineering specialist's disclosed 2026 bookings… Korea CK Solution, SK hynix, Samsung Electronics, LG Uplus medium thelec.kr
Japan Prefectures Woo Taiwan Chip Vendors With Site Grants Regional governments across Kyushu are preparing dedicated industrial parks to house supply chains feeding TSMC’s planned $17… Japan Taiwan Semiconductor Manufacturing Co., Mitsui Fudosan, Sony Group, ASE Technology Holding high meti.go.jp
CATL widens global EV battery lead to 39.4% as Korean share slips Seven Chinese producers took 73.3% of global volume through August, while North American delivery drops dragged LG Energy… Global Contemporary Amperex Technology, LG Energy Solution, SK On, BYD medium sneresearch.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
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
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
TSMC Dismisses Terafab Rumors as Texas Factory Talks Surface While TSMC dismissed market talk of joining Elon Musk's 1-terawatt AI compute initiative, Intel remains the sole confirmed… Global Taiwan Semiconductor Manufacturing Co., Intel, Tesla, SpaceX high sec.gov
HD Hyundai Heavy wins 500 MW Taean offshore substation deal The full engineering and fabrication deal marks South Korea's first internationally certified offshore wind substation as… Korea HD Hyundai Heavy Industries, Korea Western Power high press.mtime.co.kr
Micron Cuts DRAM Lead of SK hynix to One Point on HBM Demand The US chipmaker reached 24% of global DRAM revenue in the second quarter as SK hynix fell to 25%, testing Korean memory pricing… Global Micron Technology, SK hynix, Samsung Electronics, Nvidia high investors.micron.com
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
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
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
Hanwha Ocean taps KIRO to develop shipyard humanoid robots The state robotics institute will test physical AI and autonomous systems at the Geoje yard as South Korean shipbuilders race to… Korea Hanwha Ocean, Samsung Heavy Industries, Nvidia medium kspost.biz
Samsung SDI and LG Energy double ESS warranties to 20 years in US The 20-year terms cover containerized grid batteries guaranteeing 70% capacity retention to protect backlogs against Chinese… Korea Samsung SDI, LG Energy Solution, CATL, BYD medium biz.chosun.com
LG Energy Solution agrees to supply 46-series battery cells for US vans The South Korean battery maker signed a pact with Massachusetts startup indiGOtech to explore supplying cylindrical cells for… Korea LG Energy Solution, indiGOtech high queencreekaz.gov
Air Liquide invests €170M to expand Japan chip gas capacity The French industrial gas supplier will build on-site cryogenic units in southern Japan under a long-term contract, bringing its… Japan Air Liquide, Taiwan Semiconductor Manufacturing Co., Sony Group, Denso medium publicnow.com
JSR opens South Korea EUV photoresist plant for 2nm chips The 75 billion won facility in Ochang establishes local finishing lines for metal oxide resist, positioning the Japanese supplier… Korea JSR Corporation, JSR Micro Korea, Samsung Electronics, SK hynix high photo.chungbuk.go.kr
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
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
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
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
Ultium Cells to build first prismatic LMR battery line in US The $1 billion joint venture upgrade in Tennessee pivots LG Energy Solution and General Motors toward high-manganese cells to… Korea LG Energy Solution, General Motors, Ultium Cells, CATL medium news.gm.com
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 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
Fanuc and Yaskawa Expand US Robot Plants to Meet AI Factory Push The Japanese automation leaders are committing over $270 million to new Michigan and Wisconsin campuses as North American… Japan Fanuc Corporation, Yaskawa Electric Corporation medium fanuc.co.jp
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
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
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
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
OCI anchors Jeonbuk chip materials hub with acid expansion The chemical maker will lift Gunsan phosphoric acid capacity to 30,000 tons as South Korea commits 45 billion won to anchor an… Korea OCI, Samsung Electronics, SK hynix high motir.go.kr
TSMC weighs second US chip hub in Texas as orders expand Taiwan Semiconductor Manufacturing Co. is evaluating up to six wafer fabs in Dallas to serve American customers that generated… Global TSMC, Nvidia, Apple high sec.gov
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
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
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
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
TSMC raises 2nm wafer target to 120,000 units as orders surge The foundry lifted internal production goals by pulling forward capacity additions after Apple, Nvidia and three other anchor… Global TSMC, Samsung Electronics, Apple, Nvidia high investor.tsmc.com
SK On signs 18 GWh US battery storage pact with NeoVolta The five-year framework converts unallocated EV pouch cell lines in Georgia to lithium iron phosphate stationary storage for… Korea SK On, NeoVolta, LG Energy Solution, Samsung SDI high sec.gov
LG Energy Solution teams with B2U to repurpose used EV packs for US grid The partnership gives the California developer priority access to second-life cells to build gigawatt-hour stationary systems for… Korea LG Energy Solution, B2U Storage Solutions, LG Energy Solution Vertech medium taiyangnews.info
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
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
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
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
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
Korean shipbuilders localize Arctic ice design software The Big Three shipyards join state-backed software and 3D printing projects to cut reliance on overseas polar engineering as… Korea HD Hyundai Heavy Industries, Samsung Heavy Industries, Hanwha Ocean, 3D Factory high motir.go.kr
Hyundai tests used EV battery storage on South Korea's grid A five-company consortium linking retired vehicle packs to industrial chargers targets electricity cost cuts and mineral… Korea Hyundai Motor, Kia, LG Energy Solution, Hyundai Engineering medium v.daum.net
BYD readies 300 kW Flash Charging for entry Seagull city car The automaker aims to bring nine-minute charging to sub-$15,000 cars, stepping up pressure on foreign rivals relying on slower… China BYD, Volkswagen, FinDreams Battery medium carnewschina.com
BYD hires 8,000 workers in Xi'an to lift export production The Chinese automaker is expanding assembly staff across five manufacturing zones after line retooling, matching surging overseas… China BYD medium auto.news18a.com
KKR deploys record $3 billion into South Korea AI hardware The private equity firm is targeting data center platforms, enterprise services and clean generation capacity tied to advanced… Korea KKR, Samsung SDS, SK Telecom, SK hynix medium mt.co.kr
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
Samsung SDI restarts Synergy Cells investment for 2028 ramp The battery maker will deploy part of a 4.45 trillion won cash reserve to retool the Indiana plant for energy storage systems… Korea Samsung SDI, General Motors, Stellantis, LG Energy Solution medium thelec.kr
SK hynix weighs Intel alliance for U.S. memory production Preliminary talks explore front-end wafer fabrication at Intel's Ohio site alongside SK hynix's $4 billion Indiana packaging… Korea SK hynix, Intel, TSMC medium mk.co.kr
Geely Previews 2.2 MW EV Fast Charger to Rival BYD in China The single-gun 2,200 kW liquid-cooled hardware targets a seven-minute charge for Aegis Short Blade batteries ahead of an official… China Geely Automobile Holdings, BYD Company, State Grid Corporation of China, Tesla high hkexnews.hk
HD Korea Shipbuilding advances $4B shipyard project in India The South Korean shipbuilder completed site surveys in Tamil Nadu to build a greenfield mega-yard with an annual capacity of 2.5… Korea HD Korea Shipbuilding & Offshore Engineering, HD Hyundai, Cochin Shipyard medium v.daum.net
Chinese LiDAR makers sweep South Korea robotaxi trial fleets in 2026 Deployment records disclosed Sept. 21 show all five major Korean autonomous fleet operators rely on Hesai and RoboSense sensors,… Korea Hyundai Motor, Hesai Group, RoboSense, Autonomous A2Z high molit.go.kr
METI Pools Factory Machine Data to Train Physical AI Models Tokyo coordinates with DMG Mori and Komatsu to assign unified IDs across 1,600 tools, targeting 100 terabytes of shop data to… Japan DMG Mori, Komatsu, Kyocera, Kobe Steel high aist.go.jp
Taiwan breaks ground on TSMC packaging base to relieve CoWoS limits The 88.7-hectare Baipu park will host tool-validation labs and supplier lines to ease advanced chip packaging constraints for AI… Global Taiwan Semiconductor Manufacturing Co, ASE Technology Holding, Nvidia, Advanced Micro Devices medium marketin.edaily.co.kr
SK hynix taps HanmiGlobal for $4B Indiana HBM packaging fab The project management contract solidifies construction of America's first advanced AI memory facility in West Lafayette ahead of… Korea SK hynix, HanmiGlobal, Nvidia, Purdue Research Foundation high dart.fss.or.kr
LG Energy Solution wins NVIDIA DSX Ready status for AI power backup The South Korean battery maker joins Tesla and Hitachi Energy in the chip designer's validated equipment list, offering… Korea LG Energy Solution, NVIDIA, Tesla, Hitachi Energy medium news.lgensol.com
BYD targets 2027 solid-state battery debut in luxury fleet FinDreams aims to deploy 400 Wh/kg sulfide cells across 1,000 test vehicles before scaling commercial output toward 2030… China BYD, FinDreams Battery, Contemporary Amperex Technology, Samsung SDI medium digitaltoday.co.kr
Japan's AIRoA unveils domestic general-purpose robot roadmap for AI A 20.5 billion yen state project aims to replace Chinese hardware with domestic dual-arm manipulators and compile one million… Japan THK, Nachi-Fujikoshi, ugo high nedo.go.jp
CATL develops tall pickup batteries to bypass US tariffs Tests conducted by American automakers show the Chinese supplier is targeting commercial trucks through technology licensing to… China Contemporary Amperex Technology, Ford Motor, LG Energy Solution, Samsung SDI medium ft.com
Taiwan clears TSMC fab site for sub-1.4nm chips at Longtan The National Development Council approved an NT$95.6 billion layout across 104 hectares, granting Taiwan Semiconductor… Global TSMC, Intel, Samsung Electronics, ASML medium ndc.gov.tw
CATL licenses battery pack technology to Egypt's BME on 1 GWh plant The $39 million venture will assemble commercial vehicle batteries before expanding to 5 gigawatt-hours for passenger electric… China Contemporary Amperex Technology, BME, MCV, Auto D medium catl.com
TSMC warns AI cannot solve physical barriers for 1.4nm chips Co-Chief Operating Officer Y.J. Mii warns that automated design tools cannot bypass physical manufacturing limits as the foundry… Global Taiwan Semiconductor Manufacturing Co, Nvidia, Apple, Intel high investor.tsmc.com
CATL targets 2027 pilot output for all-solid-state batteries The Chinese battery maker faces severe chemical barriers and high precursor costs as Samsung SDI and Toyota race to commercialize… China Contemporary Amperex Technology, Samsung SDI, BYD, Toyota Motor medium m.go.seoul.co.kr
LG Energy Solution locks US lithium supply in Smackover pact The 10-year offtake contract yields 80,000 tons of battery-grade lithium carbonate from an Arkansas direct extraction project to… Korea LG Energy Solution, Standard Lithium, Equinor, Trafigura high sec.gov
Chinese EVs capture 35% Korea market share under 8% tariff Automakers urged lawmakers at a National Assembly forum to enact domestic production tax credits after shipments from Shanghai… Korea Tesla, BYD, Hyundai Motor, LG Energy Solution high kamos.or.kr
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 On signs $118 million LFP cathode supply deal with L&F The multiyear contract provides cathode feedstock from Daegu for battery lines in Seosan and Georgia as Korean cell makers… Korea SK On, Contemporary Amperex Technology, BYD medium tossinvest.com
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
Fujifilm plans $83 million chip materials plant in India The phased investment in Gujarat will supply chemical inputs to Tata Electronics' commercial wafer fab from fiscal 2028 under… Japan FUJIFILM Corporation, Tata Electronics, Powerchip Semiconductor Manufacturing Corp, JSR Corporation medium fujifilm.com
US and Japan weigh $19 billion GlobalFoundries fab under tariff pact Washington and Tokyo review funding for a US logic chip factory operated by GlobalFoundries as part of Japan's $550 billion… Global GlobalFoundries, Tokyo Electron, Shin-Etsu Chemical, Toyota Motor high sec.gov
HD Hyundai Electric ships Baltic offshore wind transformers A 79.2 billion won equipment package departed Vietnam on Sept. 17 for Poland's 1.5-gigawatt Baltica 2 project, marking the first… Korea HD Hyundai Electric, Semco Maritime, PTSC M&C, PGE medium v.daum.net
FANUC America taps Palladyne AI for factory robot autonomy The multi-stage initiative embeds real-time motion planning software across industrial articulated arms, addressing variable… Japan FANUC America, Palladyne AI Corp., Yaskawa Electric, ABB high investor.palladyneai.com
Panasonic Energy opens Osaka battery hub for advanced cells The 24,500-square-meter Kadoma facility consolidates 500 engineers to cut development lead times by 15% as the supplier prepares… Japan Panasonic Holdings, Panasonic Energy, Tesla, LG Energy Solution medium news.panasonic.com
LG Energy Solution validates cobalt-free LMR battery cells A joint study with Seoul National University demonstrates 92.2% energy retention over 883 cycles in 40-ampere-hour pouch cells by… Korea LG Energy Solution, Contemporary Amperex Technology, BYD medium inside.lgensol.com
Samsung Electronics opens HBM4 base die supply to rival TSMC for AI The South Korean memory maker will offer customers external wafer fabrication alongside its internal 4nm lines as it prepares… Korea Samsung Electronics, Taiwan Semiconductor Manufacturing Co., Nvidia, SK hynix medium inews24.com
TOK completes $76M chip chemical plant in Pyeongtaek, Korea The Japanese supplier built the high-purity chemical facility to serve Samsung and SK hynix directly, with commercial operations… Korea Tokyo Ohka Kogyo, TOK Advanced Materials, Samsung Electronics, SK hynix high gnews.gg.go.kr
BYD launches 62 MWh GC Block for utility-scale power grids The modular grid-forming energy storage platform integrates 1,980-ampere-hour blade cells to lower power plant installation… China BYD, Contemporary Amperex Technology medium pv-magazine.com
Stellantis shifts Leapmotor electric car assembly to Spain The Franco-Italian automaker prepares 40,000 units of annual B10 SUV capacity in Zaragoza after abandoning Polish… China Zhejiang Leapmotor Technology, Stellantis N.V., Contemporary Amperex Technology, Chery Automobile high media.stellantis.com
SK On signs 9 GWh US storage battery deal with NeoVolta Power The five-year agreement covers lithium iron phosphate cells from Georgia, shifting manufacturing volume toward utility storage as… Korea SK On, NeoVolta, Ford Motor, LONGi medium askinno.com
BYD plans three European car plants to counter EU tariffs Special adviser Alfredo Altavilla confirmed Sept. 16 that the Chinese carmaker seeks three assembly facilities and a battery cell… China BYD, Stellantis, Renault, Volkswagen high www1.hkexnews.hk
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
South Korea faces 70% foreign reliance on humanoid robot parts Actuator supply chains expose humanoid builders to Japan for strain-wave gears and China for rare-earth motor magnets. Korea Hyundai Mobis, Harmonic Drive Systems, Nabtesco high motir.go.kr
CATL acquires Geely battery plant after antitrust clearance The transaction transfers an 8.5 billion yuan plant in Chongqing to the battery giant as Beijing limits new permits and carmakers… China Contemporary Amperex Technology, Zhejiang Geely Holding Group, Zeekr Intelligent Technology, Farasis Energy medium thepaper.cn
MediaTek debuts first 2nm mobile AP built on TSMC N2P node The Dimensity 9600 Pro leapfrogs Qualcomm to secure TSMC nanosheet capacity, cutting multicore power consumption by up to 61%… Global MediaTek, TSMC, Qualcomm, Vivo medium mediatek.com
Hanmi Semiconductor Wins Tool Order for Musk's Terafab Plant The South Korean packaging toolmaker secures its first supply contract for Elon Musk's Texas AI fab, though formal regulatory… Korea Hanmi Semiconductor, SpaceX, Tesla, xAI high dart.fss.or.kr
Japan, Uzbekistan agree to refine critical minerals locally for export A bilateral memorandum between TMK and Mitsubishi targets tungsten, molybdenum and lithium processing to reduce Tokyo's reliance… Japan Uzbekistan Technological Metals Complex, Mitsubishi Corporation, Marubeni, JOGMEC high meti.go.jp
Japan Clears $635 Million in Subsidies to Modernize Shipyards by 2035 The transport ministry approved five shipyard expansion plans covering dry dock extensions and robotic welding lines to double… Japan Mitsubishi Shipbuilding, Kawasaki Heavy Industries, Oshima Shipbuilding, Naikai Zosen high mlit.go.jp
Hanwha Ocean equips MOL LNG carrier with dual rigid sails The 174,000-cubic-meter vessel combines wind propulsion with hull air lubrication to reduce fuel use by up to 12% ahead of… Korea Hanwha Ocean, Mitsui O.S.K. Lines, Chevron, Gaztransport & Technigaz medium mol.co.jp
Pentagon backs Elmet with $450 million for tungsten capacity The equity commitment funds domestic processing plants and a Nevada mine restart to curb reliance on China, which controls… Global The Elmet Group, Blue Moon Metals, EQ Resources high war.gov
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
BYD confirms solid-state battery car test for 2027 rollout Executive Vice President Stella Li clarified the timeline involves demonstration models rather than commercial trucks, targeting… China BYD, CATL, Toyota Motor, Samsung SDI medium carnewschina.com
CATL Backs Egypt Battery Factory for Commercial Vehicles The Chinese cell producer partnered with BME on a 2 billion Egyptian pound plant to assemble commercial vehicle packs before… China Contemporary Amperex Technology, Manufacturing Commercial Vehicles, Auto D for Industry Trade and Supplies medium egypttoday.com
KT deploys 5G AI welding robots at HD Hyundai Samho yard A 16 billion won state-backed trial links private 5G standalone networks and AI radio access nodes to automate block fabrication… Korea KT, HD Hyundai Samho, Samsung Electronics, Solid medium itdaily.kr
AMD Reaffirms TSMC Alliance While Evaluating Rival Foundries The chip designer projected an AI market of up to $3 trillion by 2030, keeping its wafer volume anchored at TSMC while conducting… Global Advanced Micro Devices, Taiwan Semiconductor Manufacturing Co., Intel Corporation, Samsung Electronics high ir.amd.com
Samsung SDI buys GM stake in Indiana battery venture for ESS The Korean cell maker will absorb General Motors' 49.99% stake in the 27 GWh facility and tap 4.45 trillion won from an affiliate… Korea Samsung SDI, General Motors, Stellantis, LG Energy Solution medium m.etnews.com
Korea expands critical mineral refining pact with Uzbekistan Seoul prepares to sign downstream smelting agreements during bilateral talks Sept. Korea Almalyk Mining and Metallurgical Complex, Export-Import Bank of Korea, Asian Development Bank high motir.go.kr
MOL names world's first LNG carrier fitted with rigid sails The 174,000-cubic-meter Fujin Sailor enters commercial service for Chevron in late September as Asian fleets prepare for tighter… Japan Mitsui O.S.K. Lines, Hanwha Ocean, Chevron, Gaztransport & Technigaz medium mol.co.jp
BYD deploys 12-minute cold-weather LFP battery in Formula S Fang Cheng Bao sets a Sept. 16 commercial launch for its sedan line, bringing 1,500-kilowatt cold-weather charging to an LFP… China BYD, LG Energy Solution, Samsung SDI, SK On high media.byd.com
CATL expands EV battery swap grid to 3,000 stations in China Contemporary Amperex Technology plans to connect 216 cities by year-end and add 1,000 expressway stations by 2027 to establish a… China Contemporary Amperex Technology, BAIC Motor, GAC Group, Nio medium jjckb.xinhuanet.com
TSMC Reaffirms 2028 Target for 1.4nm Chips at Taichung Fab Taiwan's park authority moves Fab 25 completion to April 2027, but the foundry giant leaves its commercial A14 manufacturing… Global Taiwan Semiconductor Manufacturing Co, Intel, Samsung Electronics, Nvidia medium dailysisa.com
Hyundai, LG Energy launch used battery storage pilot for EVs A five-company alliance will deploy 200-kilowatt-hour systems repurposed from E-GMP vehicles to buffer grid demand during peak… Korea Hyundai Motor, Kia, LG Energy Solution, Hyundai Engineering medium ulsanilbo.co.kr
BYD expands Blade batteries to industrial rail locomotives FinDreams Battery and Changsha Fusheng will jointly adapt automotive lithium iron phosphate cells for shunting engines, targeting… China BYD, Changsha Fusheng Technology, Contemporary Amperex Technology medium carnewschina.com
SK hynix and foundries advance hybrid bonding for AI silicon in 2027 TSMC tasks Asian suppliers with developing five-micrometer microbumps while Samsung and SK hynix prepare direct copper… Korea SK hynix, Samsung Electronics, Taiwan Semiconductor Manufacturing Company, Tokyo Electron medium news.skhynix.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
KOGAS Plans LNG Carrier Tender to Test Domestic Tank Design The planned 174,000-cubic-meter vessel would test KC-2 cargo containment systems on deep-sea routes to curb 20 billion won… Korea Korea Gas Corp., HD Korea Shipbuilding & Offshore Engineering, Samsung Heavy Industries, Hanwha Ocean high motir.go.kr
HD Hyundai Heavy commits 1.07 trillion won to power engines The South Korean shipbuilder will construct a 3-gigawatt onshore engine plant and an SMR component line in Ulsan to supply… Korea HD Hyundai Heavy Industries, HD Hyundai, TerraPower medium news.einfomax.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.