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CLSA Expects Rare Earth Restrictions to Limit Overseas Semiconductor Firms, May Benefit CN Firms
2025-10-13 16:21:45
The Ministry of Commerce of the People's Republic of China (MOFCOM) announced last week that it will impose further export controls on a total of 12 rare earth elements and related upstream & downstream products, CLSA released a research report saying.

Considering that rare earths are key materials for the semiconductor manufacturing supply chain, the broker believed that related regulatory measures are unfavorable for overseas semiconductor companies, meanwhile they will benefit China's push for domestic substitution, allowing Chinese semiconductor companies to benefit.

CLSA listed companies potentially benefiting from the current US-China strategic rivalry, including SMIC (00981.HK), HUA HONG SEMI (01347.HK), CHANG ELEC TECH (600584.SH), NAURA (002371.SZ), AMEC (688012.SH), GIGADEVICE (603986.SH), along with a host of analog chip firms and EDA companies.
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