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NEWS TAGGED RARE EARTH
Tuesday 29 July 2025
Nvidia scrambles back to TSMC as China H20 demand outstrips supply
The US has eased export restrictions on Nvidia's H20 GPUs to China as part of wider talks tied to rare earth magnet controls, but the move has failed to meet soaring demand from Chinese...
Monday 28 July 2025
India roundup: China's rare-earth export curbs hit India's EMS ambition
China's tighter rare earth export controls are disrupting Apple's plan to expand manufacturing in India as Dixon Technologies solidifies its status as the local largest mobile phone...
Wednesday 23 July 2025
China's rare earth export curbs disrupt Foxconn's AirPods production in India
Production of Apple's AirPods at Foxconn's Telangana factory has encountered supply disruptions due to China's tightening grip on rare earth element exports, particularly dysprosium—an...
Tuesday 22 July 2025
China's grip on rare earths puts South Korea's defense drone plans at risk
South Korea's ambitions to build a self-sufficient drone supply chain have hit a critical bottleneck just three months after China imposed export controls on seven rare earth elements...
Monday 21 July 2025
India roundup: Tesla's long-awaited showroom in India
Tesla finally set up its first show room in India after a nine-year journey amid steep Indian duties against importe vehicles. India looks to attract investments from financial institutions...
Saturday 19 July 2025
China accuses foreign spies of rare earth smuggling via small-batch shipments

China's Ministry of State Security on July 18 accused foreign intelligence agencies of working with domestic operatives to smuggle rare...

Thursday 17 July 2025
China rare earth export control and auto industry

Introduction

Wednesday 16 July 2025
China restricts cathode material technology exports; LMFP becomes strategic resource, says HCM
Leading battery cathode material manufacturer HCM announced that China's Ministry of Commerce has officially imposed export restrictions on "battery cathode material preparation technology."...
Wednesday 16 July 2025
US chip policy reversal boosts AMD and Nvidia, ties AI sales to rare earth trade with China
The US has cleared AMD and Nvidia to resume sales of AI chips to China, marking a major shift in tech trade policy. The move signals a softening stance on export controls and could...
Monday 14 July 2025
Tariffs bite: China–US trade drops 9% in 1H as chip imports, rare earth exports climb

China–US trade fell 9.3% year-over-year in the first half of 2025, totaling CNY2.08 trillion (approx. US$290 billion), according...

Monday 14 July 2025
India confronts rare earth crisis with incentives, strategic alliances
India is taking bold steps to tackle its growing rare earth crisis, eyeing on a multi-billion-rupee incentive plan to boost domestic production of rare earth magnets, as China tightens...
Friday 11 July 2025
China lifts rare earth concentrate prices by 14% for 3Q25, escalating supply chain tensions
China Northern Rare Earth and Inner Mongolia Baotou Steel Union — two of China's top rare earth producers — announced a price hike for third-quarter 2025 rare earth concentrates...
Wednesday 9 July 2025
China bans exports to eight Taiwan defense companies
China's Ministry of Commerce imposed export restrictions on eight Taiwan-based defense contractors, including Aerospace Industrial Development Corp., cutting off access to dual-use...
Wednesday 9 July 2025
US lifts EDA ban, revives Synopsys-Ansys China deal prospects
The US and China have reached a preliminary trade agreement that includes the resumption of rare earth exports from China. In tandem, several electronic design automation (EDA) software...
Tuesday 8 July 2025
US-China semiconductor standoff sees tactical shifts as rare earths and EDA tools enter the fray

Industry insiders said US-China relations have been flammable ever since the trade war ignited, especially in the high-stakes arena of...