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Mapping US chip supply chain: China accounts for far more than it appears, report says
South China Morning Post
October 12, 2026
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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). While 95 per
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