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China adds extraterritorial rare-earth export controls, then pauses them to Nov 2026
MOFCOM and Customs issued six announcements (Nos. 55-58 and 61-62) widening export controls on rare earths, lithium batteries, graphite and synthetic diamonds; No. 61 asserted licensing over foreign-made goods containing at least 0.1% by value of Chinese-origin rare earths. After US–China talks in Malaysia, MOFCOM on 7 Nov 2025 suspended these measures until 10 Nov 2026, while earlier 2025 rare-earth controls and the ban on exports to US military end users stayed in force.
Why it matters
Rare earths feed chipmaking tools, electronics and power equipment, so the November 2026 expiry is a live supply risk for data-centre and chip supply chains.
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What led here
Earlier developments on the same thread
- DevelopmentHuawei sets yearly Ascend AI-chip roadmap and 8,192-chip Atlas 950 SuperPoD18 Sep 2025 · Launch · CN
- DevelopmentChina's market regulator finds preliminary NVIDIA antitrust breach over Mellanox deal15 Sep 2025 · Enforcement or ruling · CN, US
- DevelopmentChina's internet regulator summons NVIDIA over alleged security risks in H20 chips31 Jul 2025 · Enforcement or ruling · CN, US
- DevelopmentUS scraps AI Diffusion Rule and warns against using Huawei Ascend chips13 May 2025 · Rule change · US, CN
What happened next
Later developments on the same thread
- DevelopmentUS opens case-by-case H200 licences for China and adds 25% tariff on such chips15 Jan 2026 · Rule change · US, CN
- DevelopmentNVIDIA restarts H200 production after Chinese orders and first US licence17 Mar 2026 · Deal · CN, US
- DevelopmentUS charges Supermicro co-founder over alleged $2.5bn Nvidia-server diversion to China19 Mar 2026 · Enforcement or ruling · US, CN
- DevelopmentUS moves UAE into top export tier, opening licence-free AI chips to approved users10 Jul 2026 · Rule change · US, AE
Rules in play
Laws and guidance this touches
- RuleBIS H200 case-by-case ruleUS · In force · 15 Jan 2026
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