Dossier
AI chipmaking
Coverage of AI chipmaking in the Nexus archive.
- Do China’s export curbs on tungsten threaten Japan’s AI chip supply chain?
China’s export controls on tungsten are causing supply chain disruptions for Japan’s AI chip industry, with two major Japanese chemical manufacturers potentially halting production of tungsten hexafluoride, a critical semiconductor precursor. Prices for the gas have surged over 200% year-on-year due to supply bottlenecks and rising demand.