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Industry

China cost and yield race in synthetic graphite draws battery anode material supply away from South Korea

Demand for electric-vehicle battery anode materials outside China is rising, but supply remains concentrated among Chinese companies, the article said. Chinese firms with graphite processing capacity are competing on costs and yields for synthetic graphite and expanding volumes and customers beyond China. South Korean suppliers have not increased their share even in growing non-China markets. The article said cost and yield are likely to become key competitive benchmarks in Europe as EU rules develop, while recognition of Korea-made materials under FTA provisions remains uncertain.

AI & Enterprise

Figure melts Figure 02 humanoid robot in molten metal in Terminator 2-style video

U.S. AI robotics company Figure released a video showing its humanoid robot Figure 02 being melted and scrapped in molten metal, recreating a scene from the film \"Terminator 2\". The idea came after Figure CEO Brett Adcock asked X users how to say goodbye to the robot, and Arnold Schwarzenegger replied, \"Melt it.\" Figure said dismantling the robot would require significant staff to handle intellectual property.

Mobility

Tesla starts up first dedicated Semi truck mass production plant in Nevada

Tesla has opened its first dedicated plant to mass-produce its Semi heavy-duty electric truck in Sparks, Nevada, setting annual capacity at up to 50,000 units. The Semi was first built on the facility’s high-speed line in April and is now in official operation. The company has supplied limited volumes since 2022. Large orders have been announced by ZET Scale and Einride. Elon Musk has said Tesla plans to apply Full Self-Driving to the Semi.