China's Export Curbs on Metals Prompt Supply Chain Diversification
China's decision to restrict the exports of metals gallium and germanium, crucial for semiconductor manufacturing, could lead to countries diversifying their supply chains away from China. The move is seen as a warning to Europe and the U.S. in the ongoing tech war over advanced chips. Concerns have been raised about China potentially imposing further curbs on metal exports, including rare earths, which could have long-term implications. However, industry experts note that diversification efforts and the availability of alternative producers in countries like Russia, Ukraine, Japan, and South Korea may mitigate supply disruptions.