China controls nearly 70% of the world’s rare earth production.
Intel plans to return to the top with Clearwater Forest and Diamond Rapids based on the 18A process. wccftech
The Trump administration is about to cut semiconductor subsidies, and the US Secretary of Commerce has hinted that some subsidies will be canceled.
The head of Tesla humanoid robot Optimus Prime project has announced his resignation.
China Ministry of Commerce: China-EU electric vehicle price commitment consultations have entered the final stage, and it is an internationally accepted practice to impose export controls on items such as rare earths.
China is reportedly issuing rare earth licenses to suppliers to the 3 major US automakers.
Counterpoint: Chinese battery manufacturers will account for 70% of global installed capacity in 2024, while major Japanese and South Korean manufacturers will experience a decline.
GNDC, a subsidiary of Pegatron, will announce its US factory plans in the near future, and its AI server production line in Mexico will begin mass production in Q3 2025.
South Korean semiconductor exports increased 21.2% year-on-year to US$13.8 billion in May 2025.
