Do China’s export curbs on tungsten threaten Japan’s AI chip supply chain?

China's recent export curbs on tungsten have sent shockwaves through the global semiconductor industry, with Japan's AI chip supply chain being particularly vulnerable. Tungsten-based materials are widely used in semiconductor manufacturing, and recent supply constraints have highlighted growing vulnerabilities in the industry's reliance on imported materials. Japan's reliance on China for tungsten imports is a significant concern, given the country's critical role in the production of AI chips. The export curbs have already led to supply chain disruptions and price increases for tungsten, which could have far-reaching implications for the global chip industry. As the demand for AI chips continues to grow, the impact of China's export curbs on Japan's supply chain could have significant consequences for the country's technology sector and its ability to compete in the global market.