US-China trade tensions drive shift in metal orders to Taiwan

In recent years, China and the United States have imposed reciprocal restrictions on critical raw materials, and with the potential for increased tariffs following Trump’s return to office, new sanctions may follow. Lianyou Metals, a major player in the recycling and smelting of rare precious metals such as tungsten and cobalt, has reported a noticeable rise in orders from American customers. Under the ongoing US-China trade tensions, Lianyou expects to benefit from order shifts.

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Why Corning’s LCD glass patent complaint missed Samsung

Corning Incorporated recently filed a patent infringement investigation with the United States International Trade Commission (USITC), targeting several TV and panel manufacturers, including LG Electronics, over alleged violations of its LCD glass substrate patents. Industry analysts link this move to Corning’s recent struggles with declining market share and profitability.

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US-China export controls: why Beijing’s long-term leverage is waning

The US-China trade war has evolved into a high-stakes contest over technology and economic supremacy, with export controls emerging as one of Washington’s most potent tools. However, while these measures have hindered Beijing’s technological ambitions, their broader implications suggest a complex and potentially counterproductive dynamic. This article explores the efficacy of export controls, China’s countermeasures, and the long-term ramifications for global trade and innovation.

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Yaskawa Electric revises profit forecast downward as semiconductor demand slips

Japanese robotics giant Yasukawa Electric has revised its fiscal year 2024 consolidated operating profit forecast, projecting a 12.4% year-on-year decline to JPY58 billion (approximately US$3.7 million). This marks a downward adjustment of JPY6 billion from previous projections. The company also expects total consolidated revenue for the fiscal year ending February 2025 to drop by 4.8% to JPY548 billion, a reduction of JPY5 billion from earlier estimates, according to Nikkei Asia and Yasukawa’s financial disclosures.

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Panram eyes automotive growth, seeks partnerships to offset DDR4 revenue decline

In the fourth quarter of 2022, Kingston Technology’s divestment from Panram International and subsequent board departure triggered market concerns, prompting Panram to initiate significant operational changes. The company’s new strategy involves reducing its DRAM production capacity to below 50% and revenue contribution to approximately 30% while shifting focus toward module applications for system manufacturers and expanding into the automotive market.

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