China Rare Earth Export Controls Threaten Global Semiconductor Supply Chain
China has implemented comprehensive rare earth export restrictions affecting semiconductor manufacturing worldwide. The new controls cover extraction technologies and materials critical to chip production, escalating trade tensions with the United States. Industry analysts predict significant supply chain disruptions across multiple technology sectors.
China’s latest rare earth export restrictions have sent shockwaves through global technology supply chains, with new controls specifically targeting semiconductor production for the first time. The measures come amid escalating trade tensions with the United States and threaten to disrupt manufacturing of everything from smartphones to artificial intelligence processors. According to recent analysis, these restrictions represent China’s most targeted approach yet in the ongoing technology war between the world’s two largest economies.