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China could tighten rare earths exports if US escalates chip curbs over Nvidia: analysts
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Fusion42 · 13 November 2026 · Fusion42 review
China may restrict rare earth exports as a countermeasure if the US intensifies semiconductor chip export controls linked to Nvidia, amid ongoing trade negotiations between the two countries. This move is part of broader geopolitical tensions impacting global semiconductor supply chains and technology trade relations.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
You face higher geopolitical risk as China might restrict rare earth exports if the US tightens chip controls, disrupting your supply chain and pushing China closer to semiconductor self-sufficiency. Align your sourcing strategy away from rare earth dependencies and prepare for tighter tech trade friction.
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1 source · 13 Nov 2026
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