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Friday 1 August 2025
Exclusive: Why Beijing's choice to target one battery tech and spares another is a strategic gamble?
China's government has recently imposed a series of export and overseas technology-transfer restrictions targeting lithium iron phosphate (LFP) cathode materials. Notably absent from...
Thursday 31 July 2025
US hits Chinese graphite with 160% tariffs, threatening EV costs
The US Commerce Department imposed anti-dumping tariffs as high as 93.5% on Chinese graphite imports in mid-July 2024, bringing total duties to 160% when combined with existing countervailing...
Tuesday 29 July 2025
Phison warns of BT substrate shortages, partial supply constraints expected from August 2025
As raw materials for IC substrates face shortages, the supply of BT substrates continues to tighten. This has led to material shortages in flash and SSD packaging ICs. Phison CEO...
Monday 28 July 2025
Trump tariffs leave costly China supply question unanswered
President Donald Trump's recent flurry of trade deals have given Asian exporters some clarity on tariffs, but missing are key details on how to avoid punitive rates that target China's...
Saturday 26 July 2025
Samsung reportedly eyes carbon fiber for next-gen foldables as titanium tariff risks mount
Samsung Electronics is reportedly evaluating titanium and carbon fiber-reinforced plastic (CFRP) as potential materials for the backplate of its 2026 flagship foldable, the Galaxy...
Friday 25 July 2025
South Korea looks to replicate Taiwan's ecosystem in its Micro LED industry
Next-generation display technologies continue to grow, and South Korea is struggling to maintain its leadership in the Micro LED industry. It is extremely important for South Korea...
Thursday 24 July 2025
AI server boom runs into fiberglass bottleneck
As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments...
Tuesday 22 July 2025
US copper tariffs send prices soaring, but AI server demand boosts Taiwan's CCL makers
As the US prepares to impose steep tariffs on imported copper, global copper prices have rebounded, raising concerns about rising costs across copper-intensive industries. Among the...
Monday 21 July 2025
Fujifilm increases back-end process materials investment to drive growth
Fujifilm announced its plan to strengthen its business in materials for semiconductor back-end processes at a semiconductor materials business briefing held in Tokyo on July 15, 2025...
Monday 21 July 2025
Taiwan concrete maker Goldsun rides chip factory boom with earthquake-resistant materials
TSMC's rapid facility expansion is driving demand beyond equipment suppliers to construction materials providers. Goldsun Building Materials, Taiwan's largest concrete manufacturer,...
Sunday 20 July 2025
China's grip on cathode tech exposes fragility in U.S. and EU battery ambitions
China's Ministry of Commerce recently announced new export restrictions on "battery cathode material preparation technologies," along with five lithium refining technologies and overseas...
Saturday 19 July 2025
China accuses foreign spies of rare earth smuggling via small-batch shipments

China's Ministry of State Security on July 18 accused foreign intelligence agencies of working with domestic operatives to smuggle rare...

Friday 18 July 2025
South Korea steps up investment in iLED eyeing global leadership
South Korea has pledged an investment of approximately US$350 million to develop next-generation inorganic LED (iLED) technology by 2032 to maintain the country's leadership in the...
Friday 18 July 2025
Tesla, GM move to localize LFP supply chain amid China clampdown
China has imposed new export controls on key materials and technologies tied to lithium iron phosphate (LFP) batteries, a move industry insiders say global supply chains had been...
Thursday 17 July 2025
Polarizer makers face mounting cost pressures as PET shortages persist
Polyethylene terephthalate (PET) shortages continue to squeeze polarizer manufacturers as Japanese suppliers announce consecutive price increases effective in 2025. Industry sources...