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Do China’s export curbs on tungsten threaten Japan’s AI chip supply chain?

South China Morning Post 13 June 2026 16m ago
Do China’s export curbs on tungsten threaten Japan’s AI chip supply chain?
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Two major Japanese chemical manufacturers could halt production of a gas crucial to AI chipmaking starting next month, as supply tightens and prices surge amid Beijing’s export controls on tungsten. The price of tungsten hexafluoride has jumped more than 200 per cent year on year because of supply bottlenecks, coupled with rising chip demand, market data showed. The gas is a critical precursor in
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