Intelligence Feed event · Policy · 2026-08-11

    China's Ministry of Commerce expands rare-earth export control regime

    Question

    China's Ministry of Commerce expands rare-earth export control regime

    Direct answer

    Would affect semiconductor supply chains and exporters such as SOX and TSM if formally announced.

    Original publisher
    Market Ontology
    Evidence through
    2026-08-11
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “China's Ministry of Commerce expands rare-earth export control regime”, revision 1, evidence through 2026-08-11. https://marketontology.com/market-events/2026-08-11/china-s-ministry-of-commerce-expands-rare-earth-export-control-regime-cfb943

    POLICY
    China's Ministry of Commerce expands rare-earth export control regime
    Would affect semiconductor supply chains and exporters such as SOX and TSM if formally announced.
    SOXTSM
    Impact
    55
    AUG 11
    SIG
    SOXTSM
    China's Ministry of Commerce expands rare-earth export control regime
    Would affect semiconductor supply chains and exporters such as SOX and TSM if formally announced.
    Impact
    Would affect semiconductor supply chains and exporters such as SOX and TSM if formally announced.
    Affected
    SOXTSM
    Source facts

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    TSMWatch422.06 2026-08-11+1.68%-2.05%+3.15%

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    Sources

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