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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...
Wednesday 16 July 2025
China restricts cathode material technology exports; LMFP becomes strategic resource, says HCM
Leading battery cathode material manufacturer HCM announced that China's Ministry of Commerce has officially imposed export restrictions on "battery cathode material preparation technology."...
Wednesday 16 July 2025
Semco pushes thinner chip capacitors to chase AI server boom
Samsung Electro-Mechanics Co. (Semco) is ramping up development of advanced multilayer ceramic capacitors (MLCC) as demand surges from artificial intelligence (AI) servers and automotive...
Wednesday 16 July 2025
Apple turns to US rare earths in US$500M supply chain shift
Apple Inc. has struck a US$500 million deal to buy rare-earth minerals from MP Materials Corp., the US producer that just last week secured backing from the Pentagon.
Wednesday 16 July 2025
Taiwan's PCB supply chain gains momentum as AI & ASIC server shipments surge
AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New...
Tuesday 15 July 2025
Taiwan solar industry group denies toxic leakage concerns after typhoon damage
Taiwan's photovoltaic industry association dismissed public concerns about toxic liquid leakage from solar panels damaged by Typhoon Danas, saying the public is confusing solar cells...
Tuesday 15 July 2025
Apple iPhone sparks maturity and confidence in foldable market
South Korean giant Samsung Electronics recently unveiled its latest generation of foldable smartphones, including the Galaxy Z Fold 7, Galaxy Z Flip 7, and the more affordable Galaxy...
Tuesday 15 July 2025
Taiwan battery, solar sectors face safety scrutiny amid global expansion push
Taiwan's lithium battery and solar industries are confronting safety challenges that mirror risks seen across international markets, even as the government maintains support for domestic...