Please note that this article cites information from Financial Times and Nikkei. Amid rising geopolitical uncertainty, Japan’s leading MLCC supplier is reportedly moving to decouple its rare earth supply chains between the U.S. and China. According to Financial Times, Apple supplier Murata Manufa...

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 ...