Despite a pledge made at the Geneva talks to lift export restrictions on rare earth materials, China has yet to follow through. According to The Wall Street Journal, Chinese authorities have recently instructed domestic rare earth companies to submit detailed personnel rosters, including technical qualifications, research experience, and personal data. The move is part of a broader effort to establish a national-level database aimed at preventing technology leaks.

Morrison, a Taiwanese company specializing in precision optical coating combined with semiconductor lithography process technology, was officially listed on the emerging stock market on June 26, 2025. It is the first company in Asia capable of mass-producing 8-inch patterned optical films (POF) and independently managing lithography operations. Morrison aims to expand its production capacity to address growing demands in sensor filter markets that require increasingly sophisticated optical components.

Flexible copper clad laminate maker Taiflex Scientific Co. said downstream customers increased inventory purchases in the first quarter amid uncertainty over new US tariff policies, driving shipment momentum for standard materials. The Taiwan-based manufacturer expects consumer electronics demand to face headwinds from macroeconomic volatility, though it doesn’t anticipate destocking pressure in the second half of 2025.