43 h. ago AMD warns of US$1.5 billion China sales hit despite rosier 2025 outlook

An export restriction imposed in April targeting AMD’s MI308 chips has taken a toll, but new chips are expected to boost sales in the second half.

Events

5 d. ago Ukraine lacks capacity to supplant China’s critical minerals supply: analysts

Analysts say US deal for Ukraine’s rare earths - meant to replace China as a supplier - will be of little use without the ability to process it.

Politics

7 d. ago Nvidia raises concerns about Huawei’s growing AI chip capabilities with US lawmakers

US export restrictions on Nvidia’s chips to China could make Huawei’s chips more competitive, CEO Jensen Huang says.

Politics

7 d. ago Trump cannot look to the past to make US manufacturing great again

Instead of competing with China in shipping, rare earths or EVs, the president should target leading-edge industries like aerospace and quantum computing.

Politics

9 d. ago US is urged to mine seabeds for critical minerals in counter to China

Witnesses tell Congressional panel that to break Beijing’s rare earths dominance, Washington must promote ocean mining of elements.

Politics

2 w. ago U.S. agencies alarmed by China’s curbs on exports of rare earth minerals

U.S. agencies alarmed by China’s curbs on exports of rare earth minerals  The Washington Post

Events

2 w. ago China restricts exports of rare earths and other minerals. How does the system work?

China restricts exports of rare earths and other minerals. How does the system work?  Reuters

Politics

2 w. ago Elon Musk says Tesla will have ‘thousands’ of Optimus robots by year’s end, but China slapping controls on rare earths is hobbling production

Elon Musk says Tesla will have ‘thousands’ of Optimus robots by year’s end, but China slapping controls on rare earths is hobbling production  Fortune

Technology

2 w. ago Rare Earth Minerals as a Lever in the Trade War: Is Beijing Overplaying Its Hand?

Rare Earth Minerals as a Lever in the Trade War: Is Beijing Overplaying Its Hand?  The National Interest

Events

2 w. ago Elon Musk Warns Rare Earth Magnet Shortage May Delay Tesla’s Robots

Elon Musk Warns Rare Earth Magnet Shortage May Delay Tesla’s Robots  The New York Times

Events

2 w. ago Tesla's Optimus humanoid robots hit by China's rare earth restrictions, says Musk

Tesla's Optimus humanoid robots hit by China's rare earth restrictions, says Musk  CNBC

Events

2 w. ago Tesla’s Optimus humanoid robot hit by China’s rare earth export controls

CEO Elon Musk said ‘China wants some assurances’ that the magnets Tesla is trying to buy will not be used for military purposes.

Events

2 w. ago China asks Korea not to supply products using rare earths to US defence firms, paper reports

China asks Korea not to supply products using rare earths to US defence firms, paper reports  Reuters

Politics

2 w. ago Musk says Tesla's Optimus humanoid robots affected by China's export curbs on rare earths

Musk says Tesla's Optimus humanoid robots affected by China's export curbs on rare earths  Reuters

Technology

2 w. ago NVIDIA (NVDA) Maintains Positive Momentum Despite China Export Restrictions, Says Susquehanna

NVIDIA (NVDA) Maintains Positive Momentum Despite China Export Restrictions, Says Susquehanna  Yahoo Finance

Politics

2 w. ago Huawei to roll out AI chips in second half as potential alternative to Nvidia H20: report

US export restrictions are expected to accelerate China’s push for self-reliance, including efforts to shift the chip supply chain onshore.

Politics

2 w. ago China asks Korea not to export products using rare earths to US defense firms

China asks Korea not to export products using rare earths to US defense firms  The Jerusalem Post

Events

2 w. ago China's latest export controls on rare earth elements causing chaos in car supply chain: report

China's latest export controls on rare earth elements causing chaos in car supply chain: report  New York Post

Events

2 w. ago The Only U.S. Rare Earth Mine May Win Big From Trump’s China Tariffs

The Only U.S. Rare Earth Mine May Win Big From Trump’s China Tariffs  Forbes

Politics

2 w. ago China’s restrictions on rare earths could hurt U.S. health care

China’s restrictions on rare earths could hurt U.S. health care  The Washington Post

Politics