China implements EV export license system to ease internal and external pressures

Starting in 2026, China will require export licenses for electric vehicles (EVs) to address international concerns over dumping and domestic overcapacity. This strategy aims to improve product quality, shift competition from price to technology, and regulate production expansion while maintaining cooperation with foreign automakers. The move seeks to mitigate trade tensions and strengthen industry consolidation amid rapid EV export growth.

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Samsung ex-employees indicted for leaking DRAM tech to CXMT

Seoul prosecutors have arrested and indicted three former employees of Samsung Electronics for allegedly leaking advanced nanoscale DRAM process technology to China’s Changxin Memory Technologies (CXMT). The Seoul Central District Prosecutors’ Office estimates the breach caused Samsung revenue losses of approximately KRW5 trillion (US$3.56 billion) in 2024 alone. The accused now occupy key research and development positions at CXMT.

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US invests in domestic lithium project, secures equity stakes in Lithium Americas and GM joint venture

The US Department of Energy (DOE) announced that its Loan Programs Office (LPO) has restructured a financing deal with Lithium Americas Corp. (LAC), with participation from General Motors (GM), to support the development of a domestic lithium carbonate production facility. The facility, located at Thacker Pass, Nevada, is expected to produce approximately 40,000 tonnes per year of battery-grade lithium carbonate once fully operational.

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Apple reportedly integrates 45 companies into India supply chain

Apple is accelerating its manufacturing expansion in India amid global supply chain uncertainties, integrating nearly 45 local and international partners into its ecosystem. With domestic value addition in smartphones rising to 19% and iPhones worth US$45 billion produced between April 2021 and March 2025, India is becoming a pivotal hub in Apple’s global supply chain.

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Stable NT$ boosts Taiwan exporters in 4Q25

Since US President Donald Trump took office on January 20, 2025, the global trade order and long-established supply chain balances have been disrupted. Taiwan has stood out amid the downturn by leveraging its advanced chip manufacturing and AI server assembly technologies. As the traditional export peak season arrives in the fourth quarter alongside a strong US dollar, Taiwanese exporters are poised to benefit.

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