[News] China Rare-Earth Curbs Send Japan Dysprosium Imports Down 82% in 1H26

China's export restrictions on rare-earth materials have caused Japan's imports of dysprosium and yttrium to fall sharply in the first half of 2026, pressuring Japanese manufacturers of EV motors and chipmaking equipment to seek alternative sources and ramp up recycling efforts. Prices for related rare-earth elements used in AI infrastructure have surged amid fears of further Chinese export curbs, signaling supply risk beyond Japan’s semiconductor sector.

This Wire brief sits within Fusion42's coverage of Semiconductors.