More than 5% of equipment and materials supplied to US chipmakers reportedly originate in China

Semafor says a new report found that more than 5% of equipment and materials supplied to US chipmakers originate in China. It also says China possesses some 90% of the rare earths required to manufacture semiconductors. Semafor describes the figures as highlighting US tech’s reliance on China and the difficulty of building a materials and software firewall against Beijing.