China leads battery materials as South Korea’s Posco Future M faces exit; Lotte eyes LFP mass production

China’s battery materials sector is thriving, backed by government subsidies, low electricity costs, and cheaper labor, enabling aggressive investment. In contrast, South Korean firms, lacking comparable support, are struggling with mounting losses and potential market exits, threatening the stability of South Korea’s EV supply chain.

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Rapidus begins installation of EUV equipment, aiming for multiple units

Rapidus, a Japanese company targeting the mass production of 2nm chips, has announced the delivery of Japan’s first extreme ultraviolet (EUV) lithography machine, the NXE:3800E, which will be installed at its Innovative Integration for Manufacturing (IIM-1) foundry under construction in Hokkaido. The company plans to introduce multiple units in the future.

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Taiwan MOEA to offer R&D subsidies to aid panel, traditional industries

In response to Taiwan’s panel and traditional industries facing fierce competition from Chinese peers, deputy minister of Taiwan’s Ministry of Economic Affairs (MOEA) Chin-tsang Ho said that the MOEA will offer R&D subsidies totaling NT$11.6 billion (approx. US$354.15 million) starting in 2025 and welcomes applications from related industry players.

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