China has recently implemented stricter regulations on rare earths, focusing on the export of certain materials, associated technologies, processing equipment, and finished products. These measures particularly target items utilized in advanced semiconductor production and military applications.
For the first time, Beijing mandates that foreign companies must secure an export license if their finished products contain even minimal amounts of Chinese rare earths or utilize Chinese processing technology.
China is strategically utilizing its dominance over rare earths to strengthen its position in the chip industry, which depends on these materials for essential manufacturing processes and components.
China's actions are viewed as a strategic countermeasure to U.S. semiconductor export restrictions, while also aiming to strengthen its position in trade negotiations.
I believe that these rare earth policies and measures were carefully prepared in advance and were not intended to be disclosed until threatened by excessive tariffs.
For the first time, Beijing mandates that foreign companies must secure an export license if their finished products contain even minimal amounts of Chinese rare earths or utilize Chinese processing technology.
China is strategically utilizing its dominance over rare earths to strengthen its position in the chip industry, which depends on these materials for essential manufacturing processes and components.
China's actions are viewed as a strategic countermeasure to U.S. semiconductor export restrictions, while also aiming to strengthen its position in trade negotiations.
I believe that these rare earth policies and measures were carefully prepared in advance and were not intended to be disclosed until threatened by excessive tariffs.
