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Rare Earths (CN) SUPPLY CHAIN TRACE

RAW MATERIALS🇨🇳 ChinaChokepoint

China refines roughly 85% of the world's rare-earth elements, making it the dominant chokepoint for neodymium (Nd) and dysprosium (Dy) — the elements that go into the permanent magnets used in precision wafer-stage actuators and spindle motors inside lithography and etch equipment. Export licensing requirements introduced in 2023 give Beijing direct leverage over the global semiconductor equipment supply chain.

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Rare Earths (CN)

Dominant refined rare-earth supplier (Nd, Dy for precision equipment magnets)

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
Chokepoint~85% global rare-earth refining
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↓ Rare Earths (CN) supplies to ↓

ASML

Sole maker of EUV lithography machines

Chokepoint🇳🇱
EQUIPMENTsupplies rare-earth magnets to

Tokyo Electron

Leading maker of etch and deposition equipment

🇯🇵
EQUIPMENTsupplies rare-earth magnets to

Applied Materials

Largest semiconductor equipment maker by revenue

🇺🇸
EQUIPMENTsupplies rare-earth magnets to

KLA

Dominant maker of wafer inspection and metrology tools

Chokepoint🇺🇸
EQUIPMENTsupplies rare-earth magnets to

Lam Research

Leading supplier of etch and deposition equipment

🇺🇸
EQUIPMENTsupplies rare-earth magnets to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Rare Earths (CN)'s role in the AI chip supply chain?

Dominant refined rare-earth supplier (Nd, Dy for precision equipment magnets)

▲Export licensing required since 2023

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