China could tighten rare earths exports if US escalates chip curbs over Nvidia: analysts

South China Morning Post - Nov 13, 2026

China could retaliate with tighter rare earth export controls if Washington further restricts chip sales in the wake of the Nvidia saga, Chinese analysts say, though they expect broader US-China trade talks to remain on track ahead of a planned meeting between the two countries’ leaders next week. Following Jensen Huang’s resignation from Nvidia on Thursday amid reports of multiple extramarital affairs, attention now turns to whether Washington will further tighten semiconductor export controls...

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