Key developments: TSMC’s most advanced CoWoS packaging lines are fully booked through 2027, with lead times of 52‑78 weeks, and Nvidia consumes 60‑70% of that capacity. Nvidia’s Vera Rubin AI accelerators rely on a 150‑partner Taiwanese network, making…
Continue reading AI‑Chip Supply Chains Face 2027‑Long Queues as TSMC Packaging Slots Remain FullKey developments this week show the semiconductor industry tightening around AI workloads. TSMC and GlobalFoundries sealed a $2 billion pact to produce silicon interposers for TSMC’s CoWoS advanced‑packaging platform, with volume expected by early 2028. At the same time,…
Continue reading AI‑driven chip demand fuels a wave of $2B deals, record sales and new memory investmentsKey developments: TSMC and GlobalFoundries have sealed a $2 billion pact to produce silicon interposers for TSMC’s CoWoS advanced‑packaging platform, with volume output slated for early 2028. The agreement expands the U.S. interposer supply chain and underscores the shift…
Continue reading TSMC‑GlobalFoundries $2B Interposer Deal Fuels AI‑Driven Packaging SurgeKey developments: China formalised its critical‑mineral strategy on 9 October 2026, confirming its grip on about 60‑70 % of global rare‑earth mining and over 90 % of processing capacity, and producing roughly 93 % of permanent magnets. The country’s April 2025 export controls on…
Continue reading China’s October 2026 Rare‑Earth Export Controls Prompt EU, U.S. and Global Industry ShiftsKey developments: – China remains the dominant player in rare earths, controlling roughly 60‑70% of mining and over 90% of processing, and produces about 93% of global permanent magnet output. – The temporary suspension of a second wave…
Continue reading China’s November 2026 Export‑Control Deadline Sparks EU Managed‑Access Deal and a looming U.S. defense banThe government is set to unveil a new critical‑minerals stockpiling policy in about a month, aimed at safeguarding supply chains for defence, advanced electronics, aerospace and clean‑energy sectors. Mines Secretary Keshav Chandra told the India Mines and Minerals Conclave…
Continue reading India to Announce Critical Minerals Stockpiling Policy Within a MonthThe government is set to reveal a new critical minerals stockpiling policy in roughly a month, aiming to lock in supplies for strategic sectors such as defence, advanced electronics and aerospace. Mines Secretary Keshav Chandra said the policy…
Continue reading India to Announce Critical Minerals Stockpiling Policy Within a MonthLithium prices in China dropped to 115,400 CNY per tonne on Oct. 12, a 5.68% daily decline and a 16.77% fall over the past month, though still 57.87% above a year ago. The slide was triggered by a methodological…
Continue reading Chinese lithium price slides to near 10‑month low amid inventory revision and supply surgeRecent weeks have seen a confluence of financing, policy, and material science that is moving solid‑state batteries from prototype to near‑commercial scale. Samsung SDI secured a KRW 2 trillion (US$1.38 billion) rights offering in March 2025 to build all‑solid‑state production lines in…
Continue reading Global Solid‑State Battery Push Accelerates with $1.38 B Korean Funding and New Materials BreakthroughsA breakthrough water‑soluble binder developed by UC San Diego and Toyota Research Institute matches the performance of traditional fluorine‑containing binders while eliminating toxic solvents. Researchers report that the fluorine‑free polymer, made from polyacrylic acid, carboxymethyl cellulose and citric acid,…
Continue reading New Water‑Based Battery Binder Promises Greener Production and Simpler Recycling
