AIChipMap — AI Hardware Supply Chain

Rare Earths (CN) · SUPPLY CHAIN TRACE

RAW MATERIALS🇨🇳 CNChokepoint

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.

UPSTREAM — SUPPLIERS0

No upstream suppliers mapped.

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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DOWNSTREAM — CUSTOMERS5

Rare Earths (CN)

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

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓

Chokepoint~85% global rare-earth refining

→ View company page

↓ Rare Earths (CN) supplies to ↓

DOWNSTREAM — CUSTOMERS