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Industry

Global regulation outpaces plant buildout, speeding up Korean anode materials shift

Korean anode materials makers are accelerating plans to localise synthetic graphite as a U.S. route for Chinese graphite shifts from high tariffs to tax credit eligibility requirements. With capacity expansions and long-term supply contracts largely concentrated in 2027, domestic cell makers have limited options to replace Chinese materials before then. Import prices have fallen, but U.S. 45X rules on prohibited foreign entities tighten from 2026.

AI & Enterprise

U.S.-China tech war intensifies ahead of summit, expands to AI, robots and drones

The United States and China are stepping up technology and trade tensions ahead of a planned September summit between Chinese President Xi Jinping and U.S. President Donald Trump. The dispute has expanded from a row over large AI models to import limits, blacklist additions and tighter export controls. U.S. regulators have also broadened scrutiny to advanced robots and power inverters, while Washington and Beijing exchange criticism and countermeasures.

Industry

China warns of retaliation over tougher U.S. restrictions on humanoid robot imports

China has officially warned it could retaliate against the United States over tougher restrictions on imports of humanoid robots. The commerce ministry said a recent move by the Federal Communications Commission severely undermines the stability of bilateral economic and trade ties and called for it to be withdrawn. The FCC cited cybersecurity concerns and added foreign-made advanced robotic equipment to a restricted import list. Markets weighed possible effects on Chinese humanoid firms’ fundraising plans and related stocks.