China’s Ministry of Commerce announced new export controls on rare earth materials in October 2025, affecting global semiconductor and advanced battery markets.
The controls could disrupt supply chains, prompting strategic responses from the US and potential impacts on crypto mining economics due to hardware sourcing issues.
China Announces 2025 Rare Earth Export Controls
China’s Ministry of Commerce announced new export controls on rare earth materials, effective October 2025. These actions affect global semiconductor and advanced battery supply chains.
MOFCOM issued six proclamations detailing immediate and phased restrictions. Leading semiconductor firms like TSMC address these changes as part of US-China trade talks. As CC Wei, CEO of TSMC, stated:
“China’s new rare earth export controls will have limited short-term impact for TSMC, but long-term transitions away from China as a supply powerhouse pose greater concern.”
Potential Supply Chain Disruptions Looming
Global supply chains, particularly in semiconductors, may face disruptions. Key stakeholders, including TSMC, express concern over potential long-term challenges.
Volatility in financial markets, including a less than 4% price swing in crypto, underscores concern. US and EU regulators emphasize securing alternatives; experts anticipate price inflation in technology sectors.
Rare Earth Restrictions: Past and Future Insights
Previous rare earth restrictions by China in 2010 and 2025 led to global supply chain adjustments here.
These measures impacted electronics and other tech-related industries.
Experts from Kanalcoin predict further shifts in technology supplies with strategic implications. Historical trends suggest persistent risk premiums within affected sectors.
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