China's tighter rare earth export restrictions are accelerating efforts to reduce dependence on the country's supply chain. According to The Wall Street Journal, companies are pursuing a range of alternatives, from rare earth-free magnets and magnet-free electric motors to new magnet designs that re...

Since China tightened rare earth export controls, how has the industry adapted? According to Nikkei, analysis of Chinese customs data shows that between April 2025 and March 2026, exports of rare earth permanent magnets fell 4% year over year by volume to 58.1 million kilograms, while export value e...

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...