Industry Intelligence
Company news, event announcements, and magnetic industry briefs from AIC Engineering — timely updates on company activity and market information.

Performance data revealed for rare earth-free Titan heavy-duty motor
Advanced Electric Machines (AEM) has released technical specifications of its new Titan heavy-duty motor at IAA Transportation. The drive system does away with permanent magnets and rare earth materials to achieve up to 700 kW and 5,000 Nm.

Bosch Aims to Double Sales in Heavy-Duty Commercial Vehicles with New e-Powertrains & Software as Key Elements in ‘Technological Diversity’
Hannover, Germany, September 15, 2026 – The commercial vehicle industry is facing virtually unprecedented opportunities – but also challenges. Rising transport demands driven by the growth of global trade, stringent regulatory requirements, and a worsening driver shortage are putting pressure on the industry and driving up total cost of ownership.

Tesla Bets on Zero-Rare-Earth Motors: Industry Insiders Say the "Fundamental Base" of Rare-Earth Permanent Magnet Demand Remains Unbroken
This article is reposted by Juncai Magnetic Applications, with the copyright belonging to the original author; the original link can be found in the "Sources" section at the end.

GE Vernova Will Supply Turbines for Japanese Wind Farm
GE Vernova’s Onshore Wind division announced it has an agreement with Eurus Energy Holdings Corp. to supply seven 4.2-MW, 117-meter wind turbines for a wind farm in Japan. The equipment supply deal for the 29.4-MW Eurus Hiyamizutouge Wind Farm in Mutsu City and Higashidori Village, Aomori Prefecture, Japan, also includes a two-year service agreement with an option for a two-year extension.

Georgia Tech, Bert Thin Films build 24.3%-efficient copper-contacted TOPCon solar cell via LECO
A research team led by the Georgia Institute of Technology (Georgia Tech) has fabricated a TOPCon solar cell that combines copper (Cu) metallization with laser-enhanced contact optimization (LECO) in an effort reduce silver consumption and manufacturing costs without compromising cell efficiency.

Ce-Rich NdFeB Magnets Coercivity Grain Boundary Engineering
South China University researchers tripled coercivity gains in Ce-rich NdFeB magnets using a two-step grain-boundary engineering process, reducing

Site visit: Cyclic Materials opens commercial-scale rare earth recycling plant in Arizona
Mesa operation provides US companies with a domestic destination for magnet-bearing products that would otherwise be exported as waste.

Brazil’s 1.1-bn-ton rare earth project hits peak 95% terbium recovery
High terbium recovery strengthens Brazil rare earth project.

The Department of War Is Putting Billions Behind Rare Earth Magnets: Inside the Bottleneck (NASDAQ: EMAT)
The Department of War Is Putting Billions Behind Rare Earth Magnets: Inside the Bottleneck (NASDAQ: EMAT) Washington has moved from talking about rare earth supply chains to financing them at industrial scale. The War Department has committed $700 million in conditional loans…

NdFeB Magnet Tariffs U.S. EV Production Impact Explained
Highlights A CGE model shows a 25% tariff on NdFeB magnet imports could collapse domestic EV production while imported EVs fill essentially all U.S. demand. Wind generation is less immediately affected because the system can shift to imported turbines and alternative technologies. Combining magnet import tariffs with domestic production subsidies can make U.S. magnet manufacturing viable, but trade-offs persist elsewhere in the economy. The study warns that fixing one supply-chain chokepoint can simply move rare-earth dependency downstream into finished products like EVs and turbines. Research was supported by the DOE Critical Materials Innovation Hub and used a 2023 U.S. economic baseline.

Honda backs US-made magnets to cut rare-earth supply dependence
Honda Motor has invested in Niron Magnetics, a US company commercializing rare-earth-free Iron Nitride permanent magnets. Announced on September 9, the investment will support the continued commercialization of Niron’s technology and help scale its manufacturing operations. The move reflects Honda’s interest in next-generation magnetic materials that could reduce reliance on rare-earth elements in electrified systems.

Magnetics, Inc. Acquires Magnetic Metals
Magnetics, Inc., a division of Spang & Company, has announced the acquisition of substantially all of the business assets of Magnetic Metals Corporation’s Western Division located in Anaheim, California. The acquisition expands Magnetics’ U.S. manufacturing capabilities and enhances its portfolio of high permeability magnetic components, powder cores, ferrite cores, and strip wound cores.

Sany expands European e-truck portfolio
A few weeks ago, Sany began marketing its e263 electric semi-tractor in Europe. But this is just the beginning: at IAA Transportation, Sany is bringing four derivatives and models - including three- and four-axle versions. We present the electric trucks along with their technical specifications.
