Anthropic flags TSMC foundry bottleneck as major risk in S-1 filing
The artificial intelligence developer disclosed heavy foundry concentration in Taiwan alongside a $518.0 billion compute commitment ahead of its planned public debut.
China curbs tunnel boring machine exports ahead of Nov. 18
The commerce ministry mandate covers cutterheads, drive systems and walking excavators, threatening metro and border tunneling…
China germanium hits record 28,500 yuan on export control gap
Shanghai spot prices reached fresh peaks on October 26 as Western warehouse premiums climbed near 80 percent ahead of a November…
Hanwha Ocean Widens US Naval Footprint with $750M Capex Plan
The South Korean shipbuilder approved $400 million in fresh capital for Philly Shipyard on Oct.
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How we cover the region →South Korea
Hanwha Ocean Widens US Naval Footprint with $750M Capex Plan
The South Korean shipbuilder approved $400 million in fresh capital for Philly Shipyard on Oct.
Samsung Heavy unveils standard FLNG platform for Canada export sites
The South Korean shipbuilder showcased a standardized floating gas liquefaction unit in Vancouver on Oct.
EcoPro BM negotiates cathode sales to Chinese battery firms in Europe
Talks over output from a 54,000-tonne Hungarian plant come as European trade rules push Chinese battery makers to source regional…
HD Hyundai Marine Engine wins 30 billion won propulsion deal in Korea
The contract with J Ocean Heavy Industries covers 7.5% of annual revenue and extends through June 2028, reflecting tightening…
China
China curbs tunnel boring machine exports ahead of Nov. 18
The commerce ministry mandate covers cutterheads, drive systems and walking excavators, threatening metro and border tunneling…
China germanium hits record 28,500 yuan on export control gap
Shanghai spot prices reached fresh peaks on October 26 as Western warehouse premiums climbed near 80 percent ahead of a November…
China absorbs 59% of world robots in factory automation push
Domestic factory installations reached 354,000 units as Chinese brands captured 55% of home demand, shifting order flows for…
BYD opens orders for second-gen Seal 07 with rooftop LiDARMembers
The automaker brings high-voltage Blade Batteries and roof-mounted optical sensors into its mainstream Ocean lineup, escalating…
Japan
Rapidus and HCLTech open two India design hubs for 2nm chips
The dedicated sites in Bengaluru and Hubli will develop PDKs and mask layouts as the Japanese foundry addresses talent…
Japan shipbuilders launch $5.9B drive to double yard outputMembers
The public-private program provides ¥311 billion in state grants to modernize docks and counter Korean and Chinese dominance in…
Fanuc raises profit outlook as factory robot margin hits 26%
The Japanese automation leader raised annual operating profit guidance by 10.4% after Chinese electronics demand and aerospace…
Harmonic Drive shifts to integrated actuators to fight China rivals
The Japanese precision reducer pioneer is pushing all-in-one motor and drive units as Chinese suppliers take 60% of their home…
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Samsung Heavy unveils standard FLNG platform for Canada export sites
The South Korean shipbuilder showcased a standardized floating gas liquefaction unit in Vancouver on Oct.
UBS maps 87 humanoid robot suppliers across hardware tiers
Chinese firms take 50 slots across mechanical and sensor categories, while American semiconductor designers control half of…
China absorbs 59% of world robots in factory automation push
Domestic factory installations reached 354,000 units as Chinese brands captured 55% of home demand, shifting order flows for…
BYD opens orders for second-gen Seal 07 with rooftop LiDARMembers
The automaker brings high-voltage Blade Batteries and roof-mounted optical sensors into its mainstream Ocean lineup, escalating…
EcoPro BM negotiates cathode sales to Chinese battery firms in Europe
Talks over output from a 54,000-tonne Hungarian plant come as European trade rules push Chinese battery makers to source regional…
Rapidus and HCLTech open two India design hubs for 2nm chips
The dedicated sites in Bengaluru and Hubli will develop PDKs and mask layouts as the Japanese foundry addresses talent…
USTR targets tariff circumvention hubs across Southeast Asia
Trade authorities tighten origin verification as rerouted goods through Vietnam and Mexico face 40% penalty tariffs, threatening…
China nuclear groups bundle reactor exports with mine equity
State utilities CNNC and CGN use a 90% domestic equipment ratio and overseas uranium assets to challenge Western rivals with full…
HD Hyundai Marine Engine wins 30 billion won propulsion deal in Korea
The contract with J Ocean Heavy Industries covers 7.5% of annual revenue and extends through June 2028, reflecting tightening…
HD Hyundai and Kiewit to build automated Gulf Coast shipyard
The joint venture will construct a greenfield smart yard for U.S. Navy auxiliary vessels and commercial hulls, creating 3,000…
Japan shipbuilders launch $5.9B drive to double yard outputMembers
The public-private program provides ¥311 billion in state grants to modernize docks and counter Korean and Chinese dominance in…
LG Energy Solution details AI data center backup batteries
The South Korean battery maker outlined a multi-tier power architecture on Oct.
BYD builds 150,000th commercial EV as 800-hp Q3 truck rolls out
The Shenzhen automaker reached the production milestone at its Huai'an plant, anchoring an 18-year commercial vehicle push around…
Samsung SDI signs 1 GWh US battery storage supply contract
The Korean manufacturer will deliver Indiana-built prismatic containers to Alpha Omega Power by year-end, expanding cumulative…
Samsung taps TSMC for custom HBM4 base dies in foundry shift
Nvidia requires suppliers to build custom NVHBM base dies on TSMC's 3-nanometer line, prompting Samsung to adopt a dual-track…
Semiconductors & AI Hardware
More →Rapidus and HCLTech open two India design hubs for 2nm chips
The dedicated sites in Bengaluru and Hubli will develop PDKs and mask layouts as the Japanese foundry addresses talent…
Anthropic flags TSMC foundry bottleneck as major risk in S-1 filing
The artificial intelligence developer disclosed heavy foundry concentration in Taiwan alongside a $518.0 billion compute…
China nuclear groups bundle reactor exports with mine equity
State utilities CNNC and CGN use a 90% domestic equipment ratio and overseas uranium assets to challenge Western rivals with full…
Batteries & Electric Vehicles
More →BYD opens orders for second-gen Seal 07 with rooftop LiDARMembers
The automaker brings high-voltage Blade Batteries and roof-mounted optical sensors into its mainstream Ocean lineup, escalating…
EcoPro BM negotiates cathode sales to Chinese battery firms in Europe
Talks over output from a 54,000-tonne Hungarian plant come as European trade rules push Chinese battery makers to source regional…
LG Energy Solution details AI data center backup batteries
The South Korean battery maker outlined a multi-tier power architecture on Oct.
Robotics & Automation
More →UBS maps 87 humanoid robot suppliers across hardware tiers
Chinese firms take 50 slots across mechanical and sensor categories, while American semiconductor designers control half of…
China absorbs 59% of world robots in factory automation push
Domestic factory installations reached 354,000 units as Chinese brands captured 55% of home demand, shifting order flows for…
Fanuc raises profit outlook as factory robot margin hits 26%
The Japanese automation leader raised annual operating profit guidance by 10.4% after Chinese electronics demand and aerospace…
Shipbuilding & Defense
More →Hanwha Ocean Widens US Naval Footprint with $750M Capex Plan
The South Korean shipbuilder approved $400 million in fresh capital for Philly Shipyard on Oct.
Samsung Heavy unveils standard FLNG platform for Canada export sites
The South Korean shipbuilder showcased a standardized floating gas liquefaction unit in Vancouver on Oct.
HD Hyundai Marine Engine wins 30 billion won propulsion deal in Korea
The contract with J Ocean Heavy Industries covers 7.5% of annual revenue and extends through June 2028, reflecting tightening…
Energy & Critical Minerals
More →China germanium hits record 28,500 yuan on export control gap
Shanghai spot prices reached fresh peaks on October 26 as Western warehouse premiums climbed near 80 percent ahead of a November…
Northern Rare Earth widens profit 137% on tight magnet rules
A nine-month earnings surge and 41 standard revisions show China moving past raw oxide separation to dominate the metallization…
Taiwan Plans 500-Ton Rare Earth Plant to Cut China Reliance
The state-backed facility targets half of domestic demand by 2030, expanding an experimental pilot line a hundredfold as…
Trade & Industrial Policy
More →China curbs tunnel boring machine exports ahead of Nov. 18
The commerce ministry mandate covers cutterheads, drive systems and walking excavators, threatening metro and border tunneling…
USTR targets tariff circumvention hubs across Southeast Asia
Trade authorities tighten origin verification as rerouted goods through Vietnam and Mexico face 40% penalty tariffs, threatening…
Korea weighs factory tax credits to stem domestic EV flight
Lawmakers and economic ministries are drafting revisions to the 2026 tax bill, weighing volume-based credits for electric vehicle…
Analysis & Comparison
More →
Samsung and SK hynix see KOSPI weighting fall to 50 percentMembers
The combined weighting of South Korea's two chipmakers fell to 50.0% of market capitalization, leaving non-tech exporters starved…
Japan seeks $2.6B for Rapidus after pledging $21B to US fabsMembers
A planned 400 billion yen state equity injection for the Chitose 2nm venture faces resistance from fiscal authorities as Tokyo…
CATL profit growth slows to 14% as price cuts pinch marginsMembers
Third-quarter net profit at the Chinese battery maker reached 21.25 billion yuan as nine-month gross margins narrowed to 22.72%…