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China’s new rare earth export controls will impact global chip supply chain, analysts say

✍️ Ann Cao 📅 October 10, 2025 07:35 PM 🕐 Scraped: October 11, 2025

Summary: The latest rules require ‘case-by-case approval’ on exports of rare earths for the design and production of advanced semiconductors.

China’s latest export controls on rare earths are expected to have a direct impact on the global semiconductor supply chain, complicating the production of AI and memory chips from major US and South Korean suppliers, according to analysts.

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Author

Ann Cao

Original Publisher

🌍 South China Morning Post

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Published Date

October 10, 2025 at 07:35 PM

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