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Taiwan 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.
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  • 54% of the sources are Center
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Channel News Asia broke the news in Singapore, Singapore on Sunday, October 12, 2025.
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