China's rare earth exports plunged in September 2025, reflecting deepening tensions between Beijing and Washington as the world's dominant supplier of strategic minerals tightens its grip on resources essential to electric vehicles, defense equipment, and advanced technologies

Tensions are escalating at Nexperia as a dispute between its Dutch headquarters and Chinese subsidiary intensifies. Chinese media reported that Nexperia's China branch claimed in a letter that the parent company had suspended local employees' work account access and stopped salary payments. In response, Nexperia China released an open letter on October 19, 2025, assuring staff that wages, bonuses, and benefits would continue to be paid directly by the Chinese subsidiary, not by the Dutch parent company

The US Department of Commerce has removed export restrictions on Arrow Electronics' China and Hong Kong units, taking the semiconductor distributor off the Entity List. Arrow Electronics spokesperson John Hourigan told Bloomberg and Reuters that the Commerce Department's Bureau of Industry and Security (BIS) informed the company on October 17 of its delisting, with the official notice to be published shortly in the Federal Register.