NuAxiSemiconductor trade intelligence
RT NEWS: #AI supply chains face another squeeze! China’s tungsten export curbs are sending prices of micro drill bits used in #PCBs and substrates so...
What happened
According to a news repost by TrendForce, China's tungsten export curbs are sending prices of micro drill bits used in PCBs and substrates soaring severalfold. China accounts for nearly 80% of global tungsten production. The export restriction is reported as already in effect and driving the price surge; the source does not state further details.
Impact and signal
High impactImpact score: 80/100
Affected components and suppliers
micro drill bitstungstenPCBssubstrates
tungsten export curbsmicro drill bitsPCBsubstratesChinaAI supply chain
Source and time
Source: TrendForce Official (Market Data) · 11/8/2026 · View original source
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