Around the same time Beijing announced tighter rare-earth export rules on October 9—requiring case-by-case reviews for semiconductor and AI-related materials—China’s two rare-earth giants, Northern Rare Earth and Baogang Group, moved in sync to raise transaction prices for rare earth concentra...

Right before TSMC’s earnings call this week, the U.S.-China chip war flared up again. On October 9, Beijing tightened rare-earth export rules, requiring case-by-case reviews for semiconductors and AI. According to China’s Ministry of Commerce, the rules cover 14nm-and-below logic chips, 256-laye...

Shortly after U.S. lawmakers pushed for wider chip export restrictions to China—following a report that Chinese chipmakers bought $38 billion in advanced equipment last year—Beijing responded. On October 9, China’s Ministry of Commerce announced sweeping export controls on items deemed critica...

Ahead of a scheduled call between U.S. President Donald Trump and Chinese President Xi Jinping on TikTok and trade issues, China’s rare-earth exports surged to a record 7,338 tons in August, Bloomberg reports, citing customs data. As per Bloomberg, the surge marks the highest monthly level for ...

According to Financial Times, researchers at the Colorado School of Mines said the U.S. could significantly reduce its dependence on China for many vital minerals by recovering byproducts from existing domestic metal mining operations rather than letting them go unused. Their findings were published...