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Nikkei: China Slows Germanium and Quartz Exports to Taiwan, Choking Optical and Aerospace Materials

China AI Chips ai-business

Summary

Nikkei Asia reports China is restricting or delaying shipments to Taiwan of germanium- and quartz-based materials as well as certain magnets used in fiber optics, photonics and chip manufacturing. Taiwanese aerospace and optical suppliers are seeing supply-chain bottlenecks, adding a new chokepoint above the already contested silicon supply chain that feeds the island's AI-accelerator foundries.