Focus on Semiconductor
US hikes tariffs on imports of Chinese solar wafers, polysilicon and tungsten products
Tariffs on Chinese-made solar wafers and polysilicon will rise to 50% and duties on certain tungsten products will increase to 25%.
Chilean mine proposal could face Supreme Court review, environment minister says
Chile's $2.5B Dominga mine faces renewed scrutiny after court annulled 2023 permit denial, citing bias concerns.
Analysis: Lithium supply surplus set to stay with battery makers’ help
Global lithium oversupply persists as Chinese-backed mines defy weak prices, sustaining EV battery production but hurting profits.
US clean energy, defense to be impacted by China export curbs
Beijing announced this week it would ban exports of gallium, germanium and antimony to the US, targeting materials used in climate tech.
Mersen delays targets by two years on weak materials demand for EVs
"2025 will be a year of transition for Mersen due to a temporary slowdown in the electric vehicle and SiC semiconductor markets."
Australia’s Lynas near 3-week high after China bans export of critical minerals to US
Lynas Rare Earths shares hit a three-week high after China banned exports of key minerals to the U.S. on Tuesday.
Explainer: After China’s mineral export ban, how else could it respond to U.S. chip curbs?
China’s export curbs on minerals like graphite highlight its leverage in EVs and chips during the energy transition.
What the U.S. chip crackdown on China means: Key industries and technologies affected
U.S. targets China’s chip ambitions with new export curbs, affecting 140 firms, advanced tools, software, and memory tech.
US unveils fresh export curbs targeting China’s chip sector
The U.S. tightens export controls on AI chips and semiconductor tools to curb China’s tech advances in military and AI.
Chinese lidar sensors pose hacking risk to US defence equipment, report says
A report warns Chinese-made lidar in U.S. defence gear risks hacking, urging bans and allied efforts to build secure supply chains.
