GeopoliticsChina Slows Critical Material Exports to Taiwan, Targeting Semiconductor and Optics Supply Chains
China has begun selectively slowing exports of germanium-, quartz-, and magnet-based materials to Taiwan, creating supply bottlenecks for semiconductor fabrication, optical networking, and aerospace manufacturing on the island. According to sources cited by Nikkei, Taiwanese companies in these sectors are facing extended customs delays, lost orders, and uncertainty as Beijing’s export-control regime increasingly scrutinizes sensitive end users and applications.
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