Ydah , i think that will be a big issue for China. Afterall, they still import alot semi conductor equipment from US allies in europe, Taiwan, Japan and south Korea. China still needs a couple of years for her semi industry to fully mature and be self sufficient. That's why im not sure why the government has taken those strong steps of restrictions on rare earth metals this time, when the country still needs semiconductor equipments and products from abroad.
If they feel confident in striking hard with rare earths, there has to be a reason behind it.
I've seen some speculation about China's DUVi gearing up for serious action, giving the Chinese government confidence to be harsh with RE.
The fact that they are being aggressive is a clear sign that something has happened recently which is giving the Chinese semiconductor industry a huge amount of confidence.
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