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Mapping US chip supply chain: China accounts for far more than it appears, report says

China accounts for about 5 per cent of the equipment and materials directly supplied to the US chip industry when measured by country of manufacture, but its grip on certain rare earths needed for chipmaking is over 90 per cent, according to the Semiconductor Industry Association (SIA).

By Howard LiuSouth China Morning Post Tech
Mapping US chip supply chain: China accounts for far more than it appears, report says

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Originally published by South China Morning Post Tech on Oct 12, 2026.

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