Part 4/12:
One Chinese refinery operated by Shunga Resources, majority-owned by China’s Ministry of Land Resources, currently produces the world's entire supply of ultra-pure dysprosium. Experts warn that if such restrictions are enforced strictly, and the US fails to respond robustly, China could attain complete dominance over the advanced semiconductor supply ecosystem. Jimmy Goodrich of the University of California underscores the gravity of this development, stating that even US-produced chips sent to American AI labs might require Beijing’s permission to be exported, illustrating the far-reaching territorial scope of these controls.