US tariffs on Chinese lithium battery materials create winners and losers in global supply chain

The US has intensified tariffs on Chinese lithium battery materials, beginning with the Inflation Reduction Act under the Biden administration and continuing with President Trump’s reciprocal tariffs. With combined tax rates now exceeding 80% for Chinese exports to the US, the global supply chain landscape is shifting dramatically.

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Kumamoto launches semiconductor science park plan with TSMC-led hub at its core

In late March 2025, Kumamoto Prefecture unveiled the Kumamoto Science Park Promotion Vision, a plan to build a semiconductor-centered science park alongside a broader innovation ecosystem. The initiative seeks to establish a public-private industrial base that promotes collaboration among semiconductor companies, research institutions, and advanced tech firms.

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China semiconductor’s Deepseek moment? SiCarrier lithography claims meet skepticism

SiCarrier, once a little-known name in China’s chip sector, has jolted the semiconductor industry with bold claims of breakthroughs in photolithography—a field long ruled by global leaders like ASML. At SEMICON China, the company touted five major platforms and pitched its technology as rivaling top-tier international equipment, positioning itself as a new force in China’s drive for chipmaking self-sufficiency.

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