China's Chip Challengers and Rare-Earth Bans Put EU Supply Chains on Notice
The AI semiconductor sector posted extraordinary gains — SOXX up 79% year-to-date as of June 5 — before a ~10% single-day sell-off exposed the geopolitical fragility underneath. U.S.-China rare-earth export bans and Chinese domestic processors like the Zhenwu V900 and J900 are fracturing supply chains that European manufacturers depend on. Europe faces a narrowing window to build resilience before the next disruption hits.
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