The Source

China’s new export controls on Nexperia components have tightened supply, raised costs, and heightened global semiconductor market uncertainty as geopolitical tensions grow.

Memory is in a tight spot as AI demand, DDR4 EOL, and DDR5 allocation impact the global availability of the industry's most critical parts.

China’s October 2025 expansion of rare-earth export controls, plus sharp concentrate price hikes, threatens longer lead times and higher costs for electronics and defense supply chains.