中國暫緩五種礦物出口限制|半導體關鍵材料短暫解封

#CHINATECH 中國宣布暫停對美出口五種關鍵礦物(包括鎵與鍺)一年,這些礦物對製造半導體至關重要。此舉有助於美國企業緩解供應壓力,也體現上月中美峰會達成的部分承諾正開始落實。

Why it matters: The temporary suspension may relieve immediate supply chain concerns for US chipmakers and tech industries.

The big picture: This signals a potential strategic recalibration in US-China relations, but it’s a pause—not a permanent reset—in the global tech minerals tug-of-war.

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Full article https://www.nytimes.com/2025/11/07/business/china-critical-minerals-export.html

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