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China to restrict exports of chipmaking materials as US mulls new curbs

4 pointsby testrunalmost 2 years ago

2 comments

testrunalmost 2 years ago
A little more detail from Reuters: <a href="https:&#x2F;&#x2F;www.reuters.com&#x2F;technology&#x2F;us-firm-axt-applying-permits-after-china-restricts-chipmaking-exports-2023-07-04&#x2F;" rel="nofollow noreferrer">https:&#x2F;&#x2F;www.reuters.com&#x2F;technology&#x2F;us-firm-axt-applying-perm...</a>
jussijalmost 2 years ago
This sounds like it might be a form of retaliation against the Biden Administration’s CHIPS Act. The problem China faces going forward; while this might cause some disruption in the short term, this is not a good long-term strategy, as it will drive up production or rare-earth materials in other parts of the world.<p>That is already happening here in Australia, where the number of rare-earth miners listing on the ASX stock exchange has gone through the roof, and many of them are making healthy profits.