China’s Rare Earth Export Controls Add New Twist in US Chip War, Observer Says

China Inc. Tightens The Rare-Earth Noose: ‘The new restrictions directly target US defense, AI, & semiconductors’

By Robert Bryce In August, companies in the European Union halted production on seven occasions due to shortages of rare earths from China. In September, the EU Chamber of Commerce expected the num…

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

Xiang Ligang says it appears semiconductor equipment bottlenecks have been largely resolved and he ‘didn’t expect it to happen this fast’.

China unveils sweeping new export rules on rare earths, batteries

US rare earth stocks surge on China export controls

Shares of US rare earth companies jumped Thursday after China tightened export controls on crucial minerals, reopening a front in the countries’ trade war. The surge stemmed from speculation that the new restrictions would spur the US government to invest more deeply in the country’s domestic rare earth industry. Beijing’s move, Nikkei wrote, raises the stakes in a “US-China power game” that previously showed signs of cooling. It is now heating …