--- title: "Taiwanese tungsten exporters will face squeezed margins in 2027." description: "On 9 November Vietnam's Masan High-Tech Materials signed a non-binding MOU for Japan's Sojitz to buy 5% of the company and distribute its tungsten in Japan, with definitive deals due by end-2026. The " url: "https://bilby.ai/predictions/p/211/taiwanese-tungsten-exporters-will-face-squeezed-margins-in-2027" markdown: "https://bilby.ai/predictions/p/211/taiwanese-tungsten-exporters-will-face-squeezed-margins-in-2027.md" index: "https://bilby.ai/llms.txt" --- > For agents: Bilby answers questions about what governments do, from documents collected at source and checked by research analysts. To ask Bilby yourself, connect to its MCP server at https://pulse.bilby.ai/mcp (setup: https://docs.bilby.ai/developers/mcp-server). Every page on this site is also markdown: add .md to its address, or send Accept: text/markdown. https://bilby.ai/llms.txt lists them all. # Taiwanese tungsten exporters will face squeezed margins in 2027. - **Made:** 10 Nov 2026 - **By:** Owen Bae - **Market:** Taiwan - **First reported by:** Masan Group - **Outcome:** Unresolved On 9 November Vietnam's Masan High-Tech Materials signed a non-binding MOU for Japan's Sojitz to buy 5% of the company and distribute its tungsten in Japan, with definitive deals due by end-2026. The announcement came as Japan and Vietnam agreed to deepen cooperation on critical minerals. Some of Sojitz’s Japanese tungsten importers have already approved Masan’s products, giving them another source when contracts come up for renewal. Taiwan’s Jing Yuan and Lianyou Metal faces direct competition in ammonium paratungstate and sodium tungstate, crucial tungsten intermediate inputs for manufactured goods. Masan’s existing supply commitments limit how much Sojitz can sell, but buyers only need enough Vietnamese material to shift part of a repeat order. That puts both Taiwanese suppliers in a tighter spot at renewal. First reported by [Masan Group](https://www.masangroup.com/news/press-releases/sojitz-signs-mou-to-become-a-strategic-shareholder-and-strengthen-msrs-position-in-japan/) ![Actors and decision makers in the tungsten supply shift from Taiwan to Vietnam, including Sojitz, Masan High-Tech Materials, Jing Yuan and Lianyou.](https://mcusercontent.com/17c1f0f9aca4b5deabc4ddcb1/images/ai-generated/a8a59904-c763-4b25-b40e-8056f60b42d0.png?prefix=cms-media&prefix=cms-media) [Ask Bilby about this prediction](https://pulse.bilby.ai/?prompt=Taiwanese%20tungsten%20exporters%20will%20face%20squeezed%20margins%20in%202027.) ## Ask Bilby about it Carry the prediction into a question: what has changed since, who decides, and who is exposed. - [What has changed since it was made?](https://pulse.bilby.ai/?prompt=What%20has%20changed%20since%20Bilby%20predicted%20this%3F%20Taiwanese%20tungsten%20exporters%20will%20face%20squeezed%20margins%20in%202027.) - [Who decides whether it happens?](https://pulse.bilby.ai/?prompt=Who%20decides%20whether%20this%20happens%3F%20Taiwanese%20tungsten%20exporters%20will%20face%20squeezed%20margins%20in%202027.) - [Who gains and who loses if it does?](https://pulse.bilby.ai/?prompt=Who%20gains%20and%20who%20loses%20if%20this%20happens%3F%20Taiwanese%20tungsten%20exporters%20will%20face%20squeezed%20margins%20in%202027.) ## More from Taiwan 14 predictions on Taiwan so far, newest first. - 12 Nov 2026 · [Samsung Electro-Mechanics would capture a larger share of US AI-chip substrate orders in 2027.](https://bilby.ai/predictions/p/213/samsung-electro-mechanics-would-capture-a-larger-share-of-us-ai-chip-substrate-o) · Unresolved - 9 Nov 2026 · [Nvidia will place additional AI memory orders with SK hynix or Samsung by the end of 2027.](https://bilby.ai/predictions/p/210/nvidia-will-place-additional-ai-memory-orders-with-sk-hynix-or-samsung-by-the-en) · Unresolved - 6 Nov 2026 · [TSMC will secure increased deposits on its cash deposits by June 2027.](https://bilby.ai/predictions/p/207/tsmc-will-secure-increased-deposits-on-its-cash-deposits-by-june-2027) · Unresolved [All 14 from Taiwan](https://bilby.ai/predictions/log?tag=taiwan) · Marked true or false when each resolves ## See what we’re seeing next. New predictions in the Asia Daily Take, free every weekday, and in Bilby whenever you have a question. [Get the Asia Daily Take](https://bilby.ai/asia#asia-daily-take) · [Try Bilby](https://pulse.bilby.ai/sign-up)