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U.S. trade surplus in semiconductors is $1.5 billion; main importers are Mexico and China. U.S. firms dominate in the analog chip segment but rely heavily on Chinese foundries. Potential new tariffs ...
China controls 70% of rare-earth extraction and 90% of processing. U.S. 2025 rare-earth imports were 71% from China, critical for defense and energy. Investors should track U.S. efforts to boost ...