8 d. ago These are the stocks in the chip sector most at risk from China’s rare earths clampdown, says Evercore ISI

These are the stocks in the chip sector most at risk from China’s rare earths clampdown, says Evercore ISI  CNBC

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1 week ago The World’s Chip Supply Chain Is Bracing for Fallout From China’s Rare

The World’s Chip Supply Chain Is Bracing for Fallout From China’s Rare-Earth Curbs  Bloomberg.com

Politics

1 week ago China’s rare earth export controls add new twist in US chip war, observer says

China’s latest rare earth export controls could open an unexpected new front in its chip war with the United States, a prominent Chinese industry observer said. Telecoms industry veteran Xiang Ligang said he was “very surprised” to see that new export control rules announced by the commerce ministry on Thursday included a clause requiring case-by-case review of rare earth exports intended for use in advanced chipmaking or military-related artificial intelligence (AI). In a post on social media,...

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1 week ago China’s new rare earth controls will hit global chip supply chain, analysts say

China’s latest export controls on rare earths are expected to have a direct impact on the global semiconductor supply chain, complicating the production of AI and memory chips from major US and South Korean suppliers, according to analysts. On Thursday, China’s Ministry of Commerce imposed a raft of new export controls on rare earth materials critical for the chip manufacturing process. It imposed restrictions on the export of technologies related to rare earth production, such as mining,...

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1 week ago China's new rare earth export controls will impact global chip supply chain, analysts say

China's new rare earth export controls will impact global chip supply chain, analysts say  Yahoo Finance

Politics

1 week ago Beijing tightens the spigot: Rare Earths become the new chips in the great power trade war

Beijing tightens the spigot: Rare Earths become the new chips in the great power trade war  FXStreet

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1 week ago China expands rare earths restrictions, targets defense and chips users

China expands rare earths restrictions, targets defense and chips users  Reuters

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1 week ago China tightens rare earth export curbs, taking aim at military and chip applications

China tightens rare earth export curbs, taking aim at military and chip applications  MSN

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1 week ago China tightens rare earth export controls, targeting defense and chips

China tightens rare earth export controls, targeting defense and chips  The Japan Times

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