US EditionTaiwan Says It's Still Assessing Impact of China Rare Earths Curbs on Chip Industry
China controls 90% of rare earth production and now requires export licenses for chips using its materials, threatening global semiconductor supply chains and AI industry timelines.
- Taiwan's economy ministry said most rare-earth materials needed for domestic chip production are supplied by regions other than China.
- China defended its new curbs on rare earth exports, citing concerns about these metals' potential military applications amid 'frequent military conflict'.
- Experts warned that China's rare earth controls could make it harder for other countries to develop advanced technologies like chips.
34 Articles
34 Articles
Why Energy Fuels Stock Exploded Higher Today @themotleyfool #stocks $UUUU $JPM
Key PointsChina is tightening controls over rare-earth exports.The U.S. Department of Defense will build a $1 billion stockpile of critical minerals.JPMorgan Chase will invest $10 billion in various critical industries.10 stocks we like better than Energy Fuels › Energy Fuels (NYSEMKT: UUUU) stock, involved in mining both uranium and rare-earth metals, soared 18% through 10:35 a.m. ET Monday after China threatened to throttle rare-earth exports …
In the future, companies will need permission from Beijing to resell products with Chinese raw materials. The new measure is an affront – and the result of a failure.
China's Rare-Earth Export Shield: Separating Fact from Fiction
China's Rare-Earth Export Shield: Separating Fact from Fiction China announced on Monday that its restrictions on the export of rare-earth minerals are unrelated to reports involving Pakistani leaders presenting these materials to U.S. President Donald Trump. Beijing maintains its steadfast alliance with Pakistan despite Islamabad's growing connections with Washington, according to Chinese Foreign Ministry spokesperson Lin Jian.During a media br…
China’s rare earths squeeze leaves US dangerously exposed
The recent intensification of US-China trade frictions, marked by China’s expanded export controls on rare earth elements (REEs) announced on October 9, 2025, and President Donald Trump’s subsequent 100% tariff threat on October 10, underscores the deepening mistrust between the world’s two largest economies. China, which controls 85-90% of global rare earth processing capacity, introduced […] The post China’s rare earths squeeze leaves US dange…
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