China’s recent regulation of rare earth-related technologies directly and indirectly affects the following companies and industries: 中国本次对稀土相关技术管制，直接间接影响的公司行业如下:

Semiconductors and AI: Nvidia, Apple,

ASML, TSMC, Samsung, SK Hynix;

Automotive: European automakers: Volkswagen, Mercedes-Benz, BMW; American automakers: General Motors, Tesla; Japanese automakers: Toyota, etc.; Indian automakers: Maruti Suzuki, etc.

Military: US F-35 fighter jet program, missiles, submarines, and smart bombs;

Japanese semiconductors: Shin-Etsu Chemical and TDK, Hitachi Metals and Sony, Toyota and Panasonic;

The new regulations not only target rare earth raw materials but also cover products produced abroad using Chinese rare earths or technology. Exports of products containing 0.1% or more of controlled Chinese rare earths require Chinese approval.

The export of a range of related technologies and equipment, including rare earth mining, smelting, and magnetic material manufacturing, is explicitly prohibited to prevent other countries from establishing independent rare earth production capacity.

The use of Chinese rare earths and technology for military purposes abroad is prohibited.

Doesn’t Nvidia stop selling chips to China? Then don’t make them.

Doesn’t ASML stop selling EUV? Then don’t make them.

TSMC also shouldn’t make them.

Samsung Hynix shouldn’t make them.
半导体与人工智能：英伟达 、苹果、
阿斯麦 (ASML)、 台积电 (TSMC)、三星 (Samsung)、SK海力士 (SK Hynix)；
汽车制造：欧洲车企：大众、梅赛德斯-奔驰、宝马；美国车企：通用、特斯拉，日本：丰田等 ，印度车企：Maruti Suzuki等
军工：美国F-35战机项目，导弹、潜艇和智能炸弹。
日本的半导体；信越化学与 TDK、日立金属与索尼、丰田与松下；

新规不仅针对稀土原料，还覆盖了使用中国稀土或技术在国外生产的产品。只要产品中含有价值0.1%及以上的中国受管制稀土，其出口就需要中国批准；
明确禁止了稀土开采、冶炼、磁材制造等一系列相关技术和设备的出口，防止其他国家建立自主的稀土产能。
禁止境外军事目的使用中国稀土和技术。

英伟达不是不卖芯片给中国吗？那你别造了；
阿斯麦不是不卖EUV吗？那你别造了；
台积电也别造了；
三星海力士别造；