Overview

• China broadened rare-earth export controls, adding five elements and heightened scrutiny for chip users ahead of planned talks between Presidents Donald Trump and Xi Jinping.
• Taiwan’s economy ministry said most rare-earth-related materials used on the island come from Europe, the United States and Japan, while the semiconductor impact still needs assessment.
• Reporting indicates the rules could require major chipmakers such as TSMC, SK hynix and Samsung to obtain Chinese export licenses to sell globally, potentially creating a new choke point.
• The new restrictions are reported to take effect by November 8 as governments and companies evaluate exposure and contingency plans.
• China defended the curbs as driven by concerns over military applications, and industry watchers warn that rare-earth-dependent chipmaking equipment could face cost and supply risks.