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Friday 7 August 2026
Inside Terafab: Musk's US$16.8B bet to turn AI chip shortages into a homegrown supply chain

Elon Musk's ambitions across AI, robotics and space infrastructure are moving into a new phase following the unveiling of Terafab,...

Friday 7 August 2026
US sets price floors and tariffs on polysilicon, sharpening tech decoupling from China

US President Donald Trump said imports of polysilicon and related products threaten national security and ordered new trade measures...

Friday 7 August 2026
Analysis: Five years of US polysilicon imports show why Washington set the price floor at US$21
US imports of high-purity polysilicon jumped to US$190 million in 2025. Still, the bigger story is in the volume: 6,791 tonnes, more than five times the 1,286 tonnes imported in 2024,...
Friday 7 August 2026
Analysis: Trump’s polysilicon tariffs split solar industry into winners and losers
US President Donald Trump signed a proclamation on August 6 imposing minimum import prices and a 15% tariff on polysilicon and its derivatives, a move that hands a durable pricing...
Thursday 6 August 2026
China automakers struggle as margins plunge and battery supply chains skew
China's automakers are still betting on a strategy of in-house batteries to complement their complete vehicle lineups, but the push remains hard to execute as profit margins slide...
Tuesday 4 August 2026
Factorial, SK On sign pact to assess solid-state battery manufacturing

Factorial Energy and SK On have agreed to study whether existing battery plants could be adapted for solid-state cells, a move that...

Friday 31 July 2026
AI server BBU demand triples battery-module capacity ahead of 800V HVDC rollout

Backup battery units are set to become standard equipment in AI servers using 800V high-voltage direct current architectures, according...

Tuesday 28 July 2026
LG Energy Solution sues EVE Energy in US over cylindrical battery patents

LG Energy Solution has filed patent infringement proceedings against Chinese battery maker EVE Energy in the US over cylindrical lithium-ion...

Tuesday 28 July 2026
Energy storage unicorn expands in Baotou as China's industry chain accelerates integration
Inner Mongolia HyperStrong Technology is a major production subsidiary established by Beijing HyperStrong Technology in Baotou, Inner Mongolia. Its development offers a useful case...
Saturday 25 July 2026
China folds data centers into 15th Five-Year renewable energy plan
China's National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) on the 23rd released the 15th Five-Year Plan for Renewable Energy Development,...
Friday 24 July 2026
EcoPro BM targets 2027 mass production of solid-state electrolyte as it builds a full battery-materials value chain
South Korea's EcoPro BM said it aims to begin mass production of sulfide-based solid electrolytes, a core material for all-solid-state batteries, as early as 2027, laying out a roadmap...
Friday 24 July 2026
Taiwan EV subsidies lag as buyers weigh gasoline, hybrid, and electric cars
Taiwan's electric vehicle market is moving more slowly than expected as long-stagnant subsidies leave buyers with a difficult choice between internal combustion engine, hybrid electric,...
Wednesday 22 July 2026
Sumitomo Chemical eyes 2028 production of lower-cost solid-state battery electrolyte

Sumitomo Chemical plans to begin mass production of a halide-based solid electrolyte in Japan as early as fiscal 2028, positioning the...

Wednesday 22 July 2026
China ends decade-old battery tax break, signaling a coordinated squeeze on clean-energy overcapacity

China is dismantling the tax shelter that helped build the world's largest battery industry, and the move looks less like a one-off...

Wednesday 22 July 2026
Taiwan chip supply chain faces tighter green power pressure from Apple and Google
Taiwan's semiconductor supply chain is facing mounting pressure to secure enough green electricity as Apple and Google push suppliers to meet net-zero requirements. The strain is rippling...