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AI‑driven chip demand fuels a wave of $2B deals, record sales and new memory investments

Semiconductor Manufacturing Equipment Market Gains US$5 Billion ...
Semiconductor Manufacturing Equipment Market Gains US$5 Billion …

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Key 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 …

TSMC‑GlobalFoundries $2B Interposer Deal Fuels AI‑Driven Packaging Surge

Semiconductor Manufacturing Equipment Market Gains US$5 Billion ...
Semiconductor Manufacturing Equipment Market Gains US$5 Billion …

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Key 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 …

China’s October 2026 Rare‑Earth Export Controls Prompt EU, U.S. and Global Industry Shifts

Key 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 …

China’s November 2026 Export‑Control Deadline Sparks EU Managed‑Access Deal and a looming U.S. defense ban

Key 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 of Chinese export controls,
…

India to Announce Critical Minerals Stockpiling Policy Within a Month

Critical Minerals, New Energy Sources and the Race for Resilience ...
Critical Minerals, New Energy Sources and the Race for Resilience …

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The 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. …

India to Announce Critical Minerals Stockpiling Policy Within a Month

Critical Minerals, New Energy Sources and the Race for Resilience ...
Critical Minerals, New Energy Sources and the Race for Resilience …

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The 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 …

Chinese lithium price slides to near 10‑month low amid inventory revision and supply surge

Albemarle (ALB) Shares Drop Amid China Lithium Price Slump and ...
Albemarle (ALB) Shares Drop Amid China Lithium Price Slump and …

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Lithium 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% …

Global Solid‑State Battery Push Accelerates with $1.38 B Korean Funding and New Materials Breakthroughs

ST Nandu (300068.SZ): Currently maintains R&D reserves for ...
ST Nandu (300068.SZ): Currently maintains R&D reserves for …

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Recent 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 …

New Water‑Based Battery Binder Promises Greener Production and Simpler Recycling

NEU Battery Materials closes oversubscribed US$7.6 million funding ...
NEU Battery Materials closes oversubscribed US$7.6 million funding …

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A 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, …

New water‑based battery binder cuts toxic solvents and simplifies recycling, while industry scales up circular solutions

NEU Battery Materials closes oversubscribed US$7.6 million funding ...
NEU Battery Materials closes oversubscribed US$7.6 million funding …

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Key developments: Researchers at UC San Diego and Toyota have created a fluorine‑free binder made from polyacrylic acid and carboxymethyl cellulose that can be processed with plain water. Laboratory tests …