➀ China's strict export controls on rare materials are affecting the German arms industry.

➁ The German arms industry is concerned about over-reliance on China for rare materials like Germanium, which is used in radar technology and night vision devices.

➂ Companies like Hensoldt and Rheinmetall are preparing for alternative supply chains and increasing production to mitigate the risk of supply shortages.

➀ Shyam Sankar, CTO of Palantir, criticizes Huang Renxun's views on China's dependency;

➁ Huang Renxun argues for relaxing export controls to allow global technology industries to build AI based on U.S. technology;

➂ Sankar emphasizes the need for the U.S. to rebuild its industrial base and shift to alternative supply chains and markets to ensure national sovereignty and global competitiveness.

➀ A U.S. congressional report reveals China spent $38 billion on Western semiconductor tools in 2024, capturing 39% of global market share despite export controls;

➁ Restricted entities like SMIC and Huawei affiliates received 45% of sales, leveraging node-agnostic equipment gaps to produce 7nm chips for military/AI applications;

➂ Nine policy recommendations include expanding export bans, enhancing tracking, and supporting U.S. toolmakers to counter China’s $100B+ semiconductor self-sufficiency drive.

➀ China expands rare-earth export controls targeting advanced semiconductor manufacturing (14nm logic chips and 256-layer+ memory), with rules now covering foreign products containing Chinese rare earths.

➀ Global HDD and semiconductor firms like Seagate and Western Digital may face supply chain disruptions due to restrictions on key materials like polishing compounds and magnets.

➀ The move mirrors U.S. tech export policies, escalating a bidirectional tech war where both nations cite 'national security' to restrict critical chip-related technologies.

➀ Nvidia claims U.S. H20 chip export controls backfired, failing to curb China's AI advancements while weakening American tech dominance;

➀ Aaron Ginn argues China achieved AI breakthroughs despite restrictions and highlights CUDA's irreplaceability in global AI infrastructure;

➂ Experts debate maintaining chip bans to sustain U.S. AI leadership versus Nvidia's stance advocating open standards to outpace competitors.

➀ U.S. Congressman John Moolenaar challenges the Commerce Department’s decision to allow Nvidia H20 and AMD MI308 GPU shipments to China, arguing that H20's AI performance exceeds China’s domestic capabilities (e.g., Huawei’s Ascend 910B);

➁ Concerns raised over Tencent’s alleged use of H20 clusters for AI model training, potentially violating supercomputer export restrictions;

➂ Proposal for a dynamic export standard tied to China’s evolving tech capabilities, aiming to limit China’s global AI market dominance while preserving U.S. industry competitiveness.

➀ Singaporean prosecutors have been granted an additional eight weeks to deepen their investigation into a fraud case involving Nvidia Corp. chips.

➁ The case involves three men accused of shipping servers with Nvidia chips to China, which is prohibited under US export controls.

➂ The prosecutors may bring additional charges as they seek more evidence to support the case.

➀ The UK government bans game controller exports to Russia to restrict equipment used by drone operators in the Ukraine war;

➁ Part of a broader sanctions package targeting electronics, chemicals, and machinery to degrade Russia's military capabilities;

➂ While symbolic, the move aims to disrupt re-export channels and limit Russia's access to commercial tech repurposed for warfare.

➀ China has introduced new controls on the export of several critical minerals and magnets.

➁ The process of obtaining special export licenses is expected to be lengthy, which may lead to a shortage of stockpiles.

➂ China is the world leader in rare earth reserves, holding nearly half of the world's known reserves.