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Monday 16 September 2024
Posco Future M under siege from escalating Chinese competition; government support imperative
Posco Future M, a South Korean battery anode material manufacturer, is facing intensifying competition from Chinese rivals, resulting in a steady decrease in the utilization rate...
Tuesday 11 June 2024
China's mineral supremacy can influence US and the rest of the world's EV game
The US tightened the eligibility of EV incentives offered by the Inflation Reduction Act (IRA) at the beginning of 2024.
Monday 6 May 2024
US Treasury delays EV battery sourcing restriction, allowing use of Chinese graphite for two more years
The US Department of Treasury will grant EV makers a two-year extension for restrictions on some hard-to-trace battery materials, including China-dominated graphite. The move was...
Monday 8 April 2024
Amid US-China spat, new opportunities for Taiwan-based battery material suppliers
Prices have dropped for nickel and lithium, key materials used in batteries for Electric Vehicles (EV), as growth in the EV market has slowed. Even as suppliers begin to reduce production,...
Friday 22 March 2024
CSCC eyeing bigger presence in compound semiconductor sector
China Steel Chemical Corporation (CSCC)recently developed 5N-grade high-purity carbon powder and graphite crucibles that have been adopted by Taiwanese compound semiconductor firms...
Monday 22 January 2024
Chinese exports of battery material graphite plunge on controls
China's exports of natural graphite, a material used in electric vehicle batteries, plummeted in December after Beijing href="https://www.bloomberg.com/news/articles/2023-10-20/china-strengthens-export-controls-on-some-graphite-items"...
Wednesday 17 January 2024
2024 global election year risks: cross-strait tension, rare metal trade war
The year 2024 will be a global election year, with at least 20 national leaders to be elected, and more than 46 countries will organize various elections from January to December...
Monday 4 December 2023
Japanese battery material companies diversifying suppliers as China tightens exports
China has imposed stricter export controls on graphite, a critical EV battery material, since December 1. Many Japan-based companies relying on China's raw materials have been diversifying...
Wednesday 15 November 2023
North American importers concerned about disruption by China graphite control
As the US government is eyeing on-shoring and friend-shoring to secure a trustworthy global electric vehicle (EV) supply chain, the industry is worried about a potential disruption...
Wednesday 8 November 2023
LGES says slow EV battery demand offers opportunity to review its business
Global EV demand deceleration will likely affect the sales of battery companies. South Korean battery industry sees the decline as an opportunity to review and restructure their businesses...
Friday 3 November 2023
KOTRA expects China to lift graphite export restrictions three months after taking effect
China will start to implement new graphite export restrictions in December. Europe, Japan, and South Korea have been keeping a close eye on the regulations and their impact. According...
Thursday 26 October 2023
Will China's graphite export restrictions hamper foreign EV, ESS sectors?
China recently announced revised graphite export regulations that will take effect in December 2023. Battery suppliers noted that the restrictions will likely impact critical materials...
Friday 20 October 2023
China to tighten graphite material export in December
The Chinese government announced on October 20 that it will require permits to export certain graphite materials and their products. China is the world's largest producer of graphite,...
Colder Products Company
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research