Global Markets

CHINA-US RARE EARTH ELEMENTS WAR: GLOBAL TECHNOLOGY UNDER THREAT

724FinanceDr. Yaman Ege
CHINA-US RARE EARTH ELEMENTS WAR: GLOBAL TECHNOLOGY UNDER THREAT

Taiwanese TSMC, one of the biggest players in the global technology industry, continues with its plans to increase production capacities. However, these plans are tied to the US ban on rare earth elements targeting China. This decision by the US threatens the global technology supply chain. TSMC may have to resort to different sources to increase its production, but this could also necessitate raising prices. These developments appear to be a harbinger of a war affecting the future of the global technology industry.

Dutch company ASML, which manufactures chip-making machines, is also experiencing the greatest impact of this war. The US ban on rare earth elements negatively affects ASML's production as well. This US ban jeopardizes the production of the biggest players in the global technology industry. These developments appear to be a harbinger of a war affecting the future of the global technology industry.

Nvidia, AMD, and other technology companies are also being affected by this war. The US ban on rare earth elements negatively impacts their production as well. These developments appear to be a harbinger of a war affecting the future of the global technology industry. How this war will ultimately conclude will only become clear as time passes.

Dr. Yaman Ege

Financial Analyst: Dr. Yaman Ege

Semiconductor and Tech Supply Chain Director. Industrial futurist analyzing TSMC capacities, ASML machines, and the US-China rare earth war's impact on tech stocks.

Disclaimer: The investment information, comments, and recommendations contained herein are not within the scope of investment advisory. Investment advisory services are provided individually by authorized institutions, taking into account the risk and return preferences of individuals. The comments and recommendations contained herein are general in nature. These recommendations may not be suitable for your financial situation and your risk and return preferences. Therefore, making an investment decision based solely on the information contained herein may not produce results that meet your expectations.

© 2026 724Finance - All Rights Reserved.Original Source: News.google.com