Global wind capacity hit 1,299 GW in 2025, but China controls 90% of NdFeB magnet production—threatening a $6.5 trillion downstream supply chain.
Company Profile
TDK
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About TDK
TDK Corporation is a Tokyo, Japan-based electronics and materials company and one of the world’s leading manufacturers of rare-earth permanent magnets, a critical downstream link in the clean-energy and electronics supply chain. Founded in 1935 to commercialize ferrite, TDK is listed on the Tokyo Stock Exchange (TYO: 6762). It produces sintered neodymium-iron-boron (NdFeB) magnets based on neodymium and praseodymium (NdPr), used in EV traction motors, wind-turbine generators, industrial servo motors, robotics and hard-disk drives, alongside high-volume ferrite magnets. TDK strengthened its NdFeB capability by acquiring Showa Denko’s magnet-alloy R&D business. The company reported group revenue of roughly 2.2 trillion yen for the fiscal year ended March 2025. In 2026, TDK disclosed it was affected by tightened Chinese rare-earth export controls and is actively pursuing alternative supply sources and reduced-rare-earth magnet designs.
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REEx Intelligence
Recent Articles
Sprott's ex-China rare earth ETF (REXC) offers investors exposure, but ETF screens miss supply-chain dependencies, time-to-scale gaps, and private assets
China supplies 85% of U.S. magnet imports, but embedded magnets in EVs, drones and motors make true dependence far larger than customs data reveal.
China's magnet giants posted 30–50% profit gains in H1 2026 while U.S. firms like Niron and MP Materials race to build capacity with government-backed
China controls 94% of sintered magnet production while Western challengers like MP Materials, Neo, and Niron Magnetics post real financing and factory
Japan and India held their first joint conference on critical-mineral recycling, but no production targets or binding agreements emerged from the New
China has cut dysprosium, terbium and yttrium exports to Japan near zero, threatening EV motors and semiconductor supply chains with no quick fix in sight.
The U.S. is financing a rare earth supply chain faster than it can build one—REEx forecasts meaningful mine-to-magnet scale by 2029–2030, not 2027.
Western industrial policy must build integrated magnet manufacturing ecosystems—not just factories—to compress 30 years of Chinese industrial learning
China holds 81% of rare-earth patent families filed 2014–2024, dwarfing Japan and the West while dominating magnet manufacturing—exposing a critical
Western rare earth metallization capacity emerges fragmented, not integrated. China still dominates the critical midstream gap.
China's export control regime evolves with Watch List activation, targeting Japanese firms and critical mineral supply chains through strategic design.
China's export controls target 20 Japanese firms, requiring case-by-case licensing for dual-use goods, impacting global supply chains.
The global drone market is soaring to $160B by 2030, but China controls 85-90% of rare earth magnet production critical for drone motors.
Weekly rare earth stock performance: MP Materials gains 7%, USAR surges 25% on supply deal, sector up 83% YTD despite 3% pullback.
Sintered vs bonded magnets: China controls 85%+ of production. U.S. scrambles to reshore as EV & defense demand surges but policy shifts threaten growth.
North America's permanent magnets market hits $5.1B in 2025, growing 5.5% annually as EV and renewable energy demand drives global expansion to $38.5B by 2035.
China dominates 85-90% of global rare earth magnet production, creating strategic vulnerabilities for the US and driving urgent efforts to build domestic manuf…
Rare Earth Exchanges releases updated rankings of the world’s top rare earth magnet manufacturers, highlighting China’s dominance and rising U.S. players.
Global permanent magnet market projected to grow from $24.6B to $51.01B by 2032, driven by EV, renewable energy, and electronics demand.
Global NdFeB magnet market set to double by 2031, driven by electric vehicles, renewable energy, and advanced technology sectors.
German magnetics firm VAC expands in US, addressing rare earth magnet supply challenges and offering strategic alternatives amid Chinese export restrictions.
Rare earth magnet market poised for 7.7% CAGR growth, reaching $35.97 billion by 2031, driven by electronics, EVs, and renewable energy innovations.
Neo Performance Materials leads North American rare earth magnet supply chain innovation, strategically positioning itself for clean energy transition and elec…
