News tagged Rare earth at DIGITIMES

NEWS TAGGED RARE EARTH

Tuesday 21 July 2026

China's magnet exports hit records — but the tap stays political

China's exports of rare-earth permanent magnets reached record levels in the first half of 2026, yet the same customs data reveal a...

Thursday 9 July 2026

Lynas signs long-term partnership with JS Link for Malaysia magnet factory

Lynas Rare Earths has agreed to a long-term partnership with JS Link to develop a rare earth permanent magnet factory in Kuantan, Malaysia, a move that could reshape supply chains...

Friday 26 June 2026

Fuji Electric-linked arrests expose rare earth compliance risks for Japanese tech firms in China

The detention of two Japanese nationals in China over suspected rare earth export violations is raising fresh compliance concerns for Japanese technology manufacturers operating in...

Monday 15 June 2026

India advances rare earth supply chain as major local conglomerates show interest

To reduce its dependence on China, the government of India is actively developing a domestic rare earth supply chain, with major local conglomerates expressing investment interest.

Friday 15 May 2026

China keeps tight InP export controls despite Trump-Xi talks

As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications...

Monday 4 May 2026

AI's 1.6T shift turns InP into optical supply chain bottleneck

The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

Friday 24 April 2026

US Rare Earth to acquire Brazilian miner in US$2.8 billion deal as part of supply chain push

US Rare Earth has agreed to acquire Brazil-based Serra Verde Group in a US$2.8 billion cash-and-stock transaction, marking one of the largest deals in the rare earth sector and a significant...

Wednesday 15 April 2026

China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction

China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical...

Friday 10 April 2026

China's export controls spark 140x yttrium price surge, fueling chip equipment fears

Yttrium, a critical rare earth element used in semiconductor manufacturing equipment, has seen its global supply tighten sharply due to China's export restrictions, driving prices...

Friday 3 April 2026

US-China trade tensions deepen as supply chains fracture despite tariff truce

The trade environment for US businesses operating in or trading with China deteriorated sharply between 2025 and 2026, according to a comparative...

Monday 30 March 2026

LS Eco Energy and Lynas aim to build a non-Chinese rare-earth supply chain

LS Eco Energy and Australia's Lynas Rare Earths have entered a strategic partnership to create an independent rare earths supply chain. This move could help global manufacturers seeking...

Friday 20 March 2026

Lynas's samarium oxide debut in Malaysia strengthens supply chain alternative to China

Lynas Rare Earths has achieved first production of samarium oxide at Lynas Malaysia, expanding its range of separated heavy rare earth oxides to three and reinforcing its status as...

Tuesday 17 March 2026

US Defense Department agrees on rare earths purchase with Lynas at Japan-matched floor price

Lynas Rare Earths has signed a binding letter of intent to supply rare earth oxides to the US Department of Defense (DOD) over the next four years. According to Lynas, the agreement...

Friday 13 March 2026

US and Chile start talks on rare earths and critical minerals

The US and Chile have agreed to begin talks on cooperation in rare earths and other critical minerals, as Washington seeks to strengthen...

Tuesday 10 March 2026

Tungsten import reliance raises supply security concerns and prompts calls for stockpiles and tighter export controls

The heavy reliance on imports for Tungsten in Taiwan has prompted industry calls for strategic stockpiles and tighter controls on metal waste to preserve recyclable resources and improve...

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