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RARE EARTH ELEMENTS: China Plays Its AI Trump Card!
769 Views12 Oct 2025 09:32
China has implemented extensive restrictions on its export of Rare Earth Elements, which will affect critical parts of the AI supply chain including semiconductor equipment & chips, and data centers.
What is covered in the Full Insight:
- Introduction to Rare Earth Elements
- Implications of China's Export Restrictions
- Impact on U.S. Semiconductor Industry
- Global Trade Tensions and Responses
- Future Outlook and Potential Catalysts
Boomeranged on Thu, 13 Nov 2025 08:59
China is pursuing a Validated End User (VEU) system that would loosen export controls of Rare Earth Elements (REEs) for non-defense purposes. The US uses a similar system for certain tech exports. The VEU would ban exports of REEs destined for US military and allow general licenses for verified customers. Beijing will continue to collect data on end users of its REEs for enforcement purposes.
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Full Insight
(Paid Plans Only, 8-minute read)
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