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“China mines about 70 percent of rare earths and refines close to 90 percent … in 2025 China put export controls on seven rare earths.”
@Semi Doped
China controls 70% of rare earth mining and 90% of refining and is weaponizing it via export controls
MPLONG@ $63.89
$40.79-36.16%
since call May 30
00:00LONG
“Erbium is the relay runner , doped into glass to amplify light at the wavelength where optical signals travel furthest, the trick behind fibre-optic telecom…”
@Semi Doped
Optical light-sourcing moves from telecom fiber onto chips; AI bandwidth demand lifts the laser supplier.
LITELONG@ $875.56
$722.39-17.49%
since call May 30
“Australia's Mount Weld is the main door that does not open onto China … in 2025 China put export controls on seven rare earths.”
@Semi Doped
Mount Weld is the main rare earth door that does not open onto China, valuable as supply diversifies
LYSDYLONG@ $13.97
$9.90-29.17%
since call May 30
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