[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@w23a5z7 Avatar @w23a5z7 伍毫子

伍毫子 posts on X about rare earth, china, chips, samsung the most. They currently have XX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XX #

Followers Line Chart

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence countries technology brands stocks travel destinations

Social topic influence rare earth #373, china, chips, samsung #2578, microsoft #1444, $googl, asml #218, open ai #3163, mining, elements

Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Lockheed Martin Corporation (LMT) ON Semiconductor, Corp. (ON)

Top Social Posts #

Top posts by engagements in the last XX hours

"Exports to overseas military suppliers will not be approved". Eg. China refines all of the worlds samarium a rare earth metal used by the US to make F-35 fighter jets and a wide range of missiles. /3"
X Link @w23a5z7 2025-10-12T11:18Z XX followers, XX engagements

"The new rules give broad authority to Chinas Ministry of Commerce to restrict not just rare earth metals and magnets but also the many devices like electric motors and computer chips that contain these materials. /2"
X Link @w23a5z7 2025-10-12T11:16Z XX followers, XX engagements

"Potential hit: F-35 (408 kg REEs/jet XXXX kg samarium magnets); Raytheon radar; Boeing engines. China supplies XXX% of key REEs (e.g. samarium). Stockpiles last XX months. /5"
X Link @w23a5z7 2025-10-13T12:07Z XX followers, XX engagements

"A) Semiconductor Foundries (TSMC SK Hynix Samsung) Impact: High Licenses required for advanced chips (e.g. 14nm+ 256-layer NAND) with trace Chinese REEs in production tools/materials. TSMC/Samsung/SK Hynix produce 70%+ of global chips. /2"
X Link @w23a5z7 2025-10-13T12:03Z XX followers, XX engagements

"7) Jack Lifton Co-Chair of the Critical Minerals Institute and widely regarded as the worlds #1 expert on critical minerals shared his view on the latest development in the U.S.-China rare earth standoff 2025.10.11"
X Link @w23a5z7 2025-10-12T18:18Z XX followers, XX engagements

"E) Consumer Tech (Apple) Impact: Medium-High iPhones use REEs in displays (yttrium/europium) haptics (neodymium) and chips (via TSMC). XXXX% device weight in REEs. Exports from China assembly trigger licensing. TSMC delays add XXX month risks. /9"
X Link @w23a5z7 2025-10-13T12:13Z XX followers, XX engagements

"US is already struggling to keep pace in producing these systems. Meanwhile China is rapidly scaling up its munitions manufacturing capacity and acquiring advanced weapons platforms and equipment at a rate estimated to be X to X times faster than that of the US. /7"
X Link @w23a5z7 2025-10-12T18:42Z XX followers, XX engagements

"Semiconductors: Export license for rare earth materials used in the following will now be subject to case-by-case review by Chinese authorities: advanced sub-14-nm logic chips next-generation memory chips semiconductor manufacturing or testing equipment. /8"
X Link @w23a5z7 2025-10-12T18:49Z XX followers, XX engagements

"Exporters need licenses with automatic denials for defense uses and case-by-case reviews for advanced semiconductors/AI potentially disrupting global tech EV and defense sectors. /3"
X Link @w23a5z7 2025-10-12T11:05Z XX followers, XX engagements

"Rare Earth Skill & Technology: Chinese nationals are barred from engaging in or providing support for overseas projects involving rare earth exploration extraction processing or magnet manufacturing unless they first obtain authorization from Chinese authorities. /10"
X Link @w23a5z7 2025-10-12T18:53Z XX followers, XX engagements

"China's rare earth restrictions impact AI in X layers: Data centers of OpenAI Microsoft AWS Google AI chipmakers NVidia AMD Intel Broadcom Fabs like TSMC Samsung SK Hynix Equipment maker like ASML. Impact on any X layer could slow the whole AI ecosystem. /12"
X Link @w23a5z7 2025-10-14T03:34Z XX followers, 1152 engagements

"1st time China applied the 'foreign direct product rule' (FDPR) a mechanism long used by US to restrict semiconductor exports to China i.e. if Chinese technology appears anywhere in the supply chain China can assert jurisdiction. /2"
X Link @w23a5z7 2025-10-12T18:31Z XX followers, XX engagements

"F) Cloud/AI Giants (Microsoft Amazon Meta Google) Impact: Medium Servers use REEs in HDDs (terbium) fans (neodymium) and chips (via TSMC). AI hardware (Nvidia GPUs) faces indirect delays. Nvidia H100 shortages can hit cloud expansion. /10"
X Link @w23a5z7 2025-10-13T12:15Z XX followers, XX engagements

"C) Semiconductor Equipment (ASML) Impact: High EUV lithography machines use REEs (erbium/ytterbium lasers dysprosium magnets); exports/re-exports need licenses if XXX% Chinese content. Delays ripple to TSMC/Samsung. ASMLs monopoly amplifies impact. /6"
X Link @w23a5z7 2025-10-13T12:09Z XX followers, XX engagements

"China refines XX% of the worlds dysprosium a rare earth used in chips to preserve magnetic stability even when they become hot. In the last few years Nvidia has used ultrapure dysprosium (UD) on chips to make them more heat-resistant. UD is extremely difficult to refine. /4"
X Link @w23a5z7 2025-10-12T11:21Z XX followers, XX engagements

"6) Since 2018 US did volley after volley of Tonya Harding on China. To date US has sanctioned 1200 Chinese entities brought XXX Chinese entities on Entity List & tons of restrictions on chips & AI. But it feels like the US end up as Nancy Kerrigan today. What went wrong"
X Link @w23a5z7 2025-10-12T13:17Z XX followers, XX engagements

"Given Chinas dominance in the sectoraccounting for roughly XX% of rare earth mining XX% of separation and processing and XX% of magnet manufacturingthese developments will have major national security implications for the US. /4"
X Link @w23a5z7 2025-10-12T18:35Z XX followers, XX engagements

"9) Impact of China's New XXX% Trigger for Case-by-case Approval by China's MOFCOM Scope: any product containing XXX% (by value) of Chinese-origin rare earth elements (REEs) alloys magnets or chips or those made using Chinese REE processing equipment/technology. /1"
X Link @w23a5z7 2025-10-13T12:00Z XX followers, XX engagements

"G) AI Firms (OpenAI Other LLMs) Impact: Medium-High (Indirect) No manufacturing but reliant on REE-heavy GPUs (Nvidia/AMD). TSMC/Samsung delays raise compute costs slowing LLM training. /11"
X Link @w23a5z7 2025-10-13T12:16Z XX followers, XX engagements

"8) CSIS: Chinas New Rare Earth and Magnet Restrictions Threaten U.S. Defense Supply Chains 2025.10.9 /1"
X Link @w23a5z7 2025-10-12T18:31Z XX followers, XXX engagements

"Delays could hit exports to Nvidia/AMD/Qualcomm clients with XX quarter shipment pauses. Prior April 2025 curbs caused 2030% price spikes. Stockpiles buffer XX months. Military chip supply (e.g. for DoD) halted entirely. /3"
X Link @w23a5z7 2025-10-13T12:05Z XX followers, XX engagements

"B) Defense Contractors (Raytheon Boeing Lockheed Martin) Impact: Severe Total denial of licenses for military products (e.g. F-35 missiles) with any Chinese REEs. XXX% rule captures magnets/sensors in XX% of DoD platforms halting production. /4"
X Link @w23a5z7 2025-10-13T12:07Z XX followers, XX engagements

"4) Summary of China's New Export Restrictions on Rare Earths targeting: 2025.10.9 X. Rare earth elements (REEs) X. Permanent magnets X. Semiconductors X. Lithium-ion batteries X. Related technologies /1"
X Link @w23a5z7 2025-10-12T11:03Z XX followers, XX engagements

"A single refinery in Wuxi near Shanghai produces the entire worlds supply of UD. /5"
X Link @w23a5z7 2025-10-12T11:22Z XX followers, XX engagements

"4) China tested a new hypersonic missile DF-26 or DF-27 2025.9.29"
X Link @w23a5z7 2025-10-12T12:19Z XX followers, XX engagements

"The new rules require companies like TSMC (which makes advanced logic chips) SK Hynix & Samsung (that make memory chips) to obtain export license to sell them anywhere in the world. Both kinds of chips are crucial components of advanced A.I. systems. /6"
X Link @w23a5z7 2025-10-12T11:28Z XX followers, XX engagements

"The individualized review process gives Chinese authorities significant discretion to delay deny or condition exports effectively introducing a new layer of strategic control over the global supply of rare earth inputs critical to advanced computing & defense technologies. /9"
X Link @w23a5z7 2025-10-12T18:51Z XX followers, XX engagements

"5) China Clamps Down Even Harder on Rare Earths NYT 2025.10.9 Jimmy Goodrich an expert on semiconductor supply chains: "China is playing hardball. This could position Beijing to have complete control of the global A.I. and modern electronics supply chain". /1"
X Link @w23a5z7 2025-10-12T11:14Z XX followers, XX engagements

"Foreign firms will now be required to obtain Chinese government approval to export magnets & semiconductors that contain even XXX% Chinese-origin rare earth materialsor that were produced using Chinese mining processing or magnet-making technologies. /3"
X Link @w23a5z7 2025-10-12T18:34Z XX followers, XX engagements