Sunday, October 12, 2025

Taiwan says it expects no significant impact from China's new export controls on rare earth minerals, as it uses different rare earths in chip manufacturing (Ben Blanchard/Reuters)

Ben Blanchard / Reuters:
Taiwan says it expects no significant impact from China's new export controls on rare earth minerals, as it uses different rare earths in chip manufacturing  —  No significant impact is expected on Taiwan's semiconductor industry from China's new curbs on rare earths as they differ …



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Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now (Nikkei Asia)

Nikkei Asia : Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturin...