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China could tighten rare earths exports if US escalates chip curbs over Nvidia: analysts

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SCMP - Feed 91
By Xinyi Wu,Mia Nurmamat
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China could tighten rare earths exports if US escalates chip curbs over Nvidia: analysts
Photo / Coverage: SCMP - Feed 91Credit: Xinyi Wu,Mia Nurmamat
EXECUTIVE SUMMARY

China could retaliate with tighter rare earth export controls if Washington further restricts chip sales in the wake of the Nvidia saga, Chinese analysts say, though they expect broader US-China trade talks to remain on track ahead of a planned meeting between the two countries’ leaders next week. Following Jensen Huang’s resignation from Nvidia on Thursday amid reports of multiple extramarital affairs, attention now turns to whether Washington will further tighten semiconductor export controls.

Key Takeaways

  • China could tighten rare earths exports if US escalates chip curbs over Nvidia: analysts.

China could retaliate with tighter rare earth export controls if Washington further restricts chip sales in the wake of the Nvidia saga, Chinese analysts say, though they expect broader US-China trade talks to remain on track ahead of a planned meeting between the two countries’ leaders next week. Following Jensen Huang’s resignation from Nvidia on Thursday amid reports of multiple extramarital affairs, attention now turns to whether Washington will further tighten semiconductor export controls...

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South China Morning Post
China could cap rare earths sales if US expands chip curbs over Nvidia: analysts

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