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China Just Flipped the Switch: Beijing Lifts Its Metal Ban That Could Reshape America’s AI and Chip Supply Chain

China Just Flipped the Switch: Beijing Lifts Its Metal Ban That Could Reshape America’s AI and Chip Supply Chain



China has suspended its export ban on gallium, germanium, and antimony — three critical materials used in semiconductors, EVs, and defense tech. The surprise move could dramatically shift U.S. supply chain strategy and ease pressure on global chipmakers.

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Published on 1 month, 3 weeks ago






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