Fauci’s Diary: How China-US Rare Earth War Echoes in Chip Sector

Dr. Anthony Fauci’s subpoena hearing by Republicans has become a critical juncture in the U.S.-China strategic technology war. His repeated use of the Fifth Amendment may signal deeper tensions over rare earth supply chains and TSMC’s dependency on China.

The Rare Earth War’s Impact on Chip SectorNvidia, AMD, and Intel’s reliance on rare earth imports from China has been exposed. China’s 2024 rare earth export ban could accelerate ASML machine and TSMC capacity shifts to the U.S.

TSMC’s decoupling from China could require $20 billion in investments by 2025. Notes in Fauci’s diary suggesting distrust of Chinese lab research could strengthen U.S. policies to boost domestic chip production.