Page 4 - Peter Arkell News Today

Continuing friction over trade, national security, semiconductors and more is more than a headache for Durham-based Wolfspeed and Triad-based Qorvo. Both firms could be hit by a key material needed for their chips. And Wolfspeed's CEO is quite familiar with the China trade challenge.

Companies caught out by Chinas decision to restrict exports of two metals widely used in semiconductors and electric vehicles were racing to secure supplies on Tuesday as some industry suppliers worried that curbs on rare earth exports could follow. - VnExpress International

Companies caught out by China's decision to restrict exports of two metals widely used in semiconductors and electric vehicles were racing to secure s...

Beijing Jabs in U.S.-China Tech Fight with Chip Material Export Curbs

Chinas export control measures for chip-making materials are just the start, said ex-Vice Commerce Minister Wei Jianguo. This comes as China sets export restrictions on two minerals critical to semiconductor production, missile systems leading to concerns about disruptions in global supply chains.

Trade war could potentially cause more disruption to global supply chains

Chinas recent decision to restrict exports of crucial metals used in semiconductors and electric vehicles has sent shockwaves through the industry, prompting companies to urgently secure supplies.

China’s new measures will require exporters to seek licenses and permissions to ship gallium and germanium products.

The fight between the U.S. and China for dominance of the semiconductor industry could come at great global cost and heightened investor risk.

Chinas commerce ministry stated that, starting from August 1, it would exercise control over the exports of eight gallium products and six germanium products, citing the need to safeguard national security and interests. Analysts interpret this move as a retaliatory response to Washingtons increasing efforts to curb Chinas technological advancements.