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The Burn and the Choke: Why Semiconductor Controls Will Outlast China’s Rare Earth Weapon

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Join War on the Rocks and gain access to content trusted by policymakers, military leaders, and strategic thinkers worldwide. In 2025, the ongoing contest between the United States and China moved from tariff skirmishes to a confrontation over strategic choke points. Washington expanded semiconductor export controls under the Biden administration, limiting China’s access to advanced chips, design software, and lithography tools. The Trump administration tightened these rules on Sept. 29, extending them to foreign affiliates. Beijing retaliated ten days later with new licensing requirements on rare-earth oxides, metals, and magnet products. The escalation jolted global markets and forced emergency consultations in Busan, South Korea, where both sides agreed to a tentative one-year suspension of their measures. The pause quieted financial markets but altered none of the fundamentals. Both sides understood they would revisit the one-year freeze in 2026. This 2025 export control showdown c

The Burn and the Choke: Why Semiconductor Controls Will Outlast China’s Rare Earth Weapon --> --> When the world's at stake, go beyond the headlines. National security. For insiders. By insiders. National security. For insiders. By insiders. Join War on the Rocks and gain access to content trusted by policymakers, military leaders, and strategic thinkers worldwide. BECOME A MEMBER BECOME A MEMBER The Burn and the Choke: Why Semiconductor Controls Will Outlast China’s Rare Earth Weapon Alvin Camba January 5, 2026 Commentary The Burn and the Choke: Why Semiconductor Controls Will Outlast China’s

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