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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

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From: Bill Wolf	10/11/2025 9:04:07 AM
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The World’s Chip Supply Chain Is Bracing for Fallout From China’s Rare-Earth Curbs By Dasha Afanasieva, Debby Wu, and Maggie Eastland October 10, 2025 at 4:47 PM EDT Updated on October 10, 2025 at 7:10 PM EDT Takeaways by Bloomberg AI Businesses across the global semiconductor supply chain are bracing themselves for disruptions from an escalating trade war, after China imposed curbs on rare-earth mineral exports and the US responded with additional tariffs and restrictions on software sales to China. China's restrictions may lead to delays in shipments for companies such as ASML Holding NV, and US chip companies are assessing potential impacts, including an increase in the prices of rare earth-dependent magnets. The US has announced an additional 100% tariff on China and export controls on "any and all critical software" in response to China's curbs, which require overseas firms to seek approval for shipping any material containing even trace amounts of Chinese rare earths. bloomberg.com

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