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    Low-cost cruise missiles drive a new drone cost race
    2h 30min ago
    Taiwan drone makers expand into Eastern Europe as Ukraine cuts China supply risk
    2h 30min ago
    China’s AI industry accelerates shift to Huawei’s Ascend ecosystem
    2h 30min ago
    Why did memory price surge hits Samsung mobile profits while Apple still posts record gains
    2h 30min ago
    Hyundai Motor Group pushes ecosystem strategy beyond humanoid robot hype
    2h 30min ago
    Nvidia and AMD deepens Taiwan-US strategic economic ties
    2h 34min ago
    NEWS TAGGED RARE EARTH
    Monday 4 May 2026
    AI's 1.6T shift turns InP into optical supply chain bottleneck

    The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

    Friday 24 April 2026
    US Rare Earth to acquire Brazilian miner in US$2.8 billion deal as part of supply chain push
    US Rare Earth has agreed to acquire Brazil-based Serra Verde Group in a US$2.8 billion cash-and-stock transaction, marking one of the largest deals in the rare earth sector and a significant...
    Wednesday 15 April 2026
    China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction
    China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical...
    Friday 10 April 2026
    China's export controls spark 140x yttrium price surge, fueling chip equipment fears
    Yttrium, a critical rare earth element used in semiconductor manufacturing equipment, has seen its global supply tighten sharply due to China's export restrictions, driving prices...
    Friday 3 April 2026
    US-China trade tensions deepen as supply chains fracture despite tariff truce

    The trade environment for US businesses operating in or trading with China deteriorated sharply between 2025 and 2026, according to a comparative...

    Monday 30 March 2026
    LS Eco Energy and Lynas aim to build a non-Chinese rare-earth supply chain
    LS Eco Energy and Australia's Lynas Rare Earths have entered a strategic partnership to create an independent rare earths supply chain. This move could help global manufacturers seeking...
    Friday 20 March 2026
    Lynas's samarium oxide debut in Malaysia strengthens supply chain alternative to China
    Lynas Rare Earths has achieved first production of samarium oxide at Lynas Malaysia, expanding its range of separated heavy rare earth oxides to three and reinforcing its status as...
    Tuesday 17 March 2026
    US Defense Department agrees on rare earths purchase with Lynas at Japan-matched floor price
    Lynas Rare Earths has signed a binding letter of intent to supply rare earth oxides to the US Department of Defense (DOD) over the next four years. According to Lynas, the agreement...
    Friday 13 March 2026
    US and Chile start talks on rare earths and critical minerals

    The US and Chile have agreed to begin talks on cooperation in rare earths and other critical minerals, as Washington seeks to strengthen...

    Tuesday 10 March 2026
    Tungsten import reliance raises supply security concerns and prompts calls for stockpiles and tighter export controls
    The heavy reliance on imports for Tungsten in Taiwan has prompted industry calls for strategic stockpiles and tighter controls on metal waste to preserve recyclable resources and improve...
    Monday 9 March 2026
    Tungsten prices surge nearly 6x amid China export controls and geopolitical tensions with Japan
    Geopolitical strains between China and Japan have intensified following Japanese Prime Minister Sanae Takaichi's remarks on "Taiwan contingencies," impacting Japanese firms' access...
    Thursday 12 February 2026
    Column: USA Rare Earth acquisition of UK's LCM marks milestone in Western rare earth autonomy
    Rare earth metals are essential to modern industry and defense. They are found in high-performance motors, precision weapon guidance systems, and a range of green energy technologies...
    Tuesday 3 February 2026
    Japan's TDK leans on premium batteries while rare earth supply risks deepen
    Despite delivering solid earnings, Japan's TDK Corporation warned that China's tighter rare earth export controls are heightening supply chain risks, placing growing procurement pressure...
    Monday 26 January 2026
    Trump administration plans US$1.6 billion investment in US Rare Earth to reduce reliance on China
    The Trump administration is planning to acquire a 10% equity stake in US rare earth mining company US Rare Earth through a combined debt-and-equity investment valued at approximately...
    Saturday 24 January 2026
    Energy limits AI growth; geopolitical stakes in rare earths, new packaging innovations reshape global supply chains
    The Global Electronics Association's latest "2026 Electronics Industry Trend Forecast" highlights critical challenges and shifts that will impact the sector over the next few years...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook