NuAxiSemiconductor trade intelligence
China’s rare earth curbs hit US aerospace, chips hard despite Trump’s trade truce
What happened
Yttrium prices have surged 60% since November and are 69 times higher YoY, driven by sustained Chinese export restrictions on critical rare earths. The shortage is impacting US aerospace engine coatings and 5G chip production, with some suppliers rationing material. Bullish: Severe supply disruption and extreme price inflation signal continued upward pressure on costs for dependent industries.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
YttriumScandium
shortageprice-hikeexport-restrictionaerospacesemiconductor
Source and time
Source: SCMP Technology · 2/26/2026 · View original source
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