Aug 20 2026

China slows exports of germanium, quartz materials and magnets to Taiwan, delaying customs clearance and squeezing the island's optical and aerospace suppliers, per a Nikkei exclusive.

POLICYCHIPS

Original reporting

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The delays reportedly date to 2025 and are tightening. The affected inputs sit upstream of semiconductor tooling and infrared optics, and the squeeze lands the same week the first licensed Nvidia H200s entered mainland China.

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