US EditionChina’s Rare-Earth Curbs Rattle Global Chip Supply Chain as Donald Trump’s Tariff War Adds Pressure
China’s new export rules require foreign firms to get approval for re-exports of rare earth materials, risking supply delays and price rises critical to semiconductor production.
- On Thursday, China's Ministry of Commerce imposed a raft of export controls on rare earth materials used in chipmaking, requiring case-by-case approval for advanced semiconductors.
- Seen as a bargaining tool, analysts say the measures bolster Beijing's leverage ahead of negotiations with the US and extend China's reach into the semiconductor industry.
- Chipmakers and equipment suppliers are preparing for higher input costs and supply disruptions as ASML Holding NV faces weekslong shipment delays and companies rush to identify rare-earth-dependent magnets.
- On Oct 10, US President Donald Trump announced a 100 per cent tariff and export controls on `any and all critical software`, while the White House said agencies are assessing impacts and Republicans called it `an economic declaration of war against the US`.
- Analysts warn the curbs could complicate production of AI and memory chips worldwide, noting this is the first rare-earth rule to mention semiconductors and follows April controls on seven critical minerals.
16 Articles
16 Articles
Philipson to Newsmax: China Rare Earth Conduct Shows Why U.S. Pharma Must Return
Former White House Council of Economic Advisers Chairman Tomas Philipson said on Newsmax Saturday that China’s tightening of rare earth mineral exports underscores why the White House is determined to move pharmaceutical manufacturing back to the United States. China’s latest restrictions on rare earth exports are deepening trade tensions and prompting renewed discussion in Washington about supply-chain dependence on Beijing. Philipson said on “…
China’s Material Squeeze Exposes US Industrial Fragility
By Warwick Powell – Oct 10, 2025 Export controls over rare earths and other materials shows that reality has the final say When Washington declared an economic war on China’s technology ascent, it assumed it held the upper hand. Tariffs, export bans, entity lists and chip sanctions were meant to isolate Beijing, choke its access to critical inputs, strangle its technological development and protect American primacy. Yet with remarkable precisi…
China’s rare earth gambit reveals the next phase of its economic warfare
Beijing shattered a fragile trade truce with Washington this week, announcing sweeping restrictions on exports that contain even trace amounts of Chinese rare earth. An irate President Donald Trump is threatening to retaliate with 100 percent tariffs and new restrictions on exports of critical software — and said there’s “no reason” to meet with Chinese leader Xi Jinping later this month. The rupture marks the sharpest escalation in tensions bet…
China’s rare-earth curbs rattle global chip supply chain as Donald Trump’s tariff war adds pressure
China's rare earth curbs, its tightest yet to limit the supply of the minerals to the world, come as Beijing's first major attempt to restrict global companies from targeting the semiconductor industry, which threatens to stop the making of chips that support the AI boom.
The world’s chip supply chain is bracing for fallout from China’s rare-earth curbs
China’s new rules require overseas firms to seek approval for shipping any material containing even trace amounts of Chinese rare earths — and explicitly call out parts used to make certain computer chips and advance AI research with military applications.
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