Two Japanese companies, Kanto Denka and Central Glass, have formally notified major clients—including Samsung, SK Hynix, and TSMC—that they will permanently cease production of tungsten hexafluoride starting July 1, 2026.The core reason for the shutdown is a disruption in raw material supply. Between 60% and 70% of the production cost of tungsten hexafluoride comes from high-purity tungsten powder, a material Japan is almost entirely dependent on China for. Following China's tightening of tungsten export controls in early 2026, shipments of high-purity tungsten powder to Japan have effectively dropped to zero. The Japanese companies managed to keep production going for about five months by drawing down stockpiles, but ultimately failed to secure an alternative source.Meanwhile, stock prices of related Chinese manufacturers have soared.
>>536897628good infoToo bad you won't find any of those companies on wealth simple. Where do you even trade international stocks if you're a cancuck?
>>536897628Doug Casey was warning about tungsten shortages a couple of years ago. Thanks Doug.
>>536897904blackrock, jp morgan and its ilk are already in china stock market.
This chinese guy is a good read on stuff going on in china, dude seem to be more on ev but he post a lot of tech stuff, like those smaller companies supplying huawei and their giants, laser stuff, pure silica, etc2, including whats in the op. https://xcancel.com/tphuang/status/2064459113594015838#m
>>536898340It’ll pump due to the Iran war draining a bunch of missiles and interceptors that require a lot of tungsten to rebuild
>>536897628>Meanwhile, stock prices of related Chinese manufacturers have soared.Fuck around and find out, the Japanese are being used as the sacrificial lamb to be burned in holocaust by the US and their jewish masters, it could have been extremely easy for the japanese to just make peace with china, but no, seems the Golems and their masters do not conscent.
>>536898595>https://xcancel.com/tphuang/status/2064459113594015838#mInteresting and logical step, the chinese semiconductor industry saw a massive leaps in this year and there are major plans to increase semiconductor production, this report coincides with the reality in the tech market.
>>536897628China wins again
>>5368989381.we hate Chinese and see them as inferior2. Takaichi is a dumb incompetent leader whose only point of competency is telling people what they want to get elected. Trumpism.
>>536898938This
>>536898938Kiked
>>536899015Yeah, they got the whole ecosystem for chip fab, lasers, robotic nuts and bolts, all home grown. Not just ev.
>>536897628So, Samsung goes out of production? How is this a bad story to anyone.
>>536898595Lol, high-quality tungsten is easily recycled now (thanks to Sumitomo).>Sumitomo succesfully developed a new chemical processing method to recycle tungsten in 2011
>>536901365Cool, then ask why the 2 jap companies are shutting down their production.
>>536901601Maybe, to prioritize supply to domestic companies?
>>536897628For 20 years they've been warned. 20 fucking years.
>>536901694> they will permanently cease production of tungsten hexafluoride starting July 1, 2026.What domestic supply?
>>536901800In the first place, this N* purity classification was started by Japanese chemists, you ching chong just piggyback on it, like every fucking time.
>>536898372saxo isn't jewish and also gives you access to int markets
China restricted export of rare earth to Japan before. That time, China has to back off and lift their limit after they lose the case in WTO. It gave everyone confident that China could not pull the same trick again.Now, thanks to US opening a big can of worms with their export control and tariff. Going to WTO doesn't seem useful anymore. China brought cases to WTO in regard to US sanction in 2025 and guess what happened to that?
>>536901601Because producing is not recycling. It's a completely different process
>>536902264Not too mention the nexperia issue.
>>536901856Whining isn't fixing your supply issues, is it now
>>536901854>isn't fixing You wish>Sumitomo "We can now recycle tungusten in both high-volume quantity and quality, due to this new method.">As of 2025, Sumitomo reduced Chinese import for tungusten to under 30%.
>>536902547Japan had to create fake shell companies in other countries to smuggle China rare earths to Japan but China has since cracked down on that. When Japan said they “cut” reliance on China for rare earths that was what they were doing Now they’re back to begging China for them https://asia.nikkei.com/politics/international-relations/japan-china-tensions/us-asks-china-to-resume-rare-earth-exports-to-japan
>>536901856I know it's safe to assume a leaf is either a chink or a street shitter but neither of those would be talking about warning about relying on the chinks for 90% of global supply for specific materials and components for the last 2 decades.
>>536897628I'm fucking dumbfounded on how stupid the US' lapdogs are.>EU antagonizes Russia and loses their gas and now they're suffering>JP antagonizes China and loses their rare earths and economyJP is even stupid since they had to go to China and beg and still got rejected. They even beg Trump to talk to China about it only to get rejected instantly lmao
datacenters are meaningless without polymorphic orthogonality solutions
What little does everyone know is that all of the resources are being diverted to Intel corporation.
>>536904384You are just wet-dreaming with the tired ching chong tale "muh China rare earth chokes Japan!", when new rare earth deposits and recycling methods to derisk from China are all progressing, like I already presented.
>>536905060So why is "your" country begging China so much?Where's your samurai pride? Why is your PM always on her knees to Western leaders?
>>536905060We have tons of tungsten here (second largest reserves after China).If you want to reduce dependency on China, you can invest in the Australian mining sector.
>>536905060the article was written by a japanese person
>>536904169That kike is seething and copeing
>>536905376>>536905060Cope and dilate seething kike
>>536905376These articles are published to raise awareness of the situation and accelerate to fix supply issues. It's same they overly announce Tsunami warning to raise public awareness, when it's actually nothing-burger.
>>5369055604D chess article?
>>536897628Let's Fucking Go.I have been All In on Micron and TSMCIf memory & chip prices go up further, hollee shitballs.Micron and Nvidia and Trump already secured rare earth minerals via Air Force One for 90 days back in May.Samsung employees also went on strike in May (this is when you strike, when the co.lany needs maximum output, has all tome highs, and refuses to share - or after mass layoffs and turned into a skeleton crew, either situation is a great or even best time to strike, and the employees did. Memory prices go UP)I've got like 300k riding on semi-conductors.To The Moon And Beyond
>>536897628just throw jeets at the problem
>>536905926>To The Moon And BeyondIt's already at the moon, all not being able to produce the product it thought it could for these prices that will no longer exist is bring it back down to earth.
>>536897628>Oh HECK yeah.Pol is talking about it so it will go down. It is the rules.
>>536905257Which asx companies are you invested in? What is your investing strategy on asx?
>>536906052In a vacuum, yes, but the US will not let semi conductors fail.It's a national security risk at this point.(CHIPS act)Also picrelIn fact everything is nationalizing, polarizing, Axis vs AlliesBasically a tech cold warAnd new sources or REM are being sourcedYes, a black swan which throttles output is bad in the short term, but it'll keep profits high, bull, for longer.I'm saying>You're rightThis is political theater. Well, 8t is very real for Japan.The US is ramping up domestic production of REM, again with national defense backing, before it boycott China REM anyway.The US and China are each going back to Nationalism in major ways.It's an arm's race of tech right now.Cold war arm's race of tech.And government money pumps the stocks.Pretty neat.
>>536897628NIGGERS TUNGSTEN MY ANUS.
>>536897628Canada has the 2nd largest tungsten reserves in the world next to China but the only mine closed back in the 80s due to a price crash and all subsequent efforts to keep it running failed due to mismanagement until the then current owner became insolvent in 2015. Despite the price surge from thin film semiconductor applications, guess who keeps derailing efforts to reopen it? It's not the tribal useful idiots who keep filing environmental injunctions or the liberal government who keeps appeasing them. Starts with a C, ends in "hina". The same slant bastards who instigated an indigenous sabotage of our lobster industry by coordinating native fishermen to kill female lobsters and sell coastal fishing rights to Chinese holding companies.
>>536900886LolLmaoThey come out and try to say this on a yearly basis at this point and then next thing you know their companies that announce these "breakthroughs" are going out of business.
>>536907025You talking about the US?
>>536905257send me tungstenI need it to complete my laser-proof suit of armor (tungsten is impervious to lasrifle bombardment)
>>536897628Japan will be Chinese aligned by the end of the decade.
>>536909671Romania will be poverty-aligned by the end of the week
>>536909864Fuck is lil Tomo gonna do? Grow your own tungsten?
>>536909671Just like pre-Meiji, all will be good again.
>>536909997Do you know how many old abandoned villages there are in Japan? There is a fortune in tungsten rattling around inside dusty old incandescent light bulbs. One merely needs to appease the 9-tailed fox demon to gain access to this untapped bonanza (it is possible to fuck the fox demon)
>>536909671What does Japan have that China needs lmaoIt's more like the opposite. Japan needs China.There was barely any tension until Takaichi decided to worship Trump.All these China conquering Japan fear mongering is bullshit.
>>536897628chinese tungsten isnt even real tungsten. they invented a dragon named tungsten and a city named tungsten so they could sell "tungsten" steel. they created versions of tungsten alloys only without the tungsten.
>>536906664underratted.
>>536906509>And government money pumps the stocks.>Pretty neat.yeah, fuckin amazingfuckin retard
>>536907025Youre not wrong, right now the chinks maybe got too many smaller companies in the ecosystem, one or more might wind up closed or merged. Else they just have to relax export control so it can be sold outside.
Why are anti-china hawks like this?
>>536901365Anon, most metals are easy to recycle on paper but in practise, even fucking gold doesn't have a 100% recycling rate :https://www.iea.org/data-and-statistics/charts/end-of-life-recycling-rates-for-selected-metals
>>536897628the rest of the world is probably too retarded to produce this just with zeiss and the optics for chip production. when zeiss stops making new lenses everything in the computer field will stop progressing.this is what happens when you must live with all these lowbob people who cant do shit. you just have 1-10 companies who do everything and the entire planet just pulls boogers out of their nose.this is fuking retarded we cant have this anymore.
this is for america:> With no significant domestic tungsten mining, producers rely on imported ore and domestically refined powders to synthesize high-purity WF6 for semiconductor Chemical Vapor Deposition (CVD)
oh what is this.this is what i found for germoney.we are a supplier of this stuff. you need extremely well educated and high iq people. anglo countries dont have that :3>Merck KGaA: Headquartered in Darmstadt, Germany, Merck (via its EMD Performance Materials sector) is a leading global supplier of high-purity WF6 and specialty gases for the electronics and chemical industries.
Explain to me in baseball terms
people arent ready for the battle for rare earths and rare minerals coming in 2027buy gold and silver NOW
this is how japan and germoney make coins. we can build things you can never make. i know you dont want to hear it but this is how this works.soon we will no longer have this ability when we all live in warzones. thats tough luck.
america strikes back with pipelines but they use 400 metric tonnes i saw. we get some coins for this and when japan stops producing guess who is going to sell everything to make america great again.the problem being its going to be toiletpaper (dollar). lets see about that.
>>536913241The Chinese metals industry is like that big black Dominican guy who plays for Chunichi who can hit super home runs sometimes but every time he tries to run the bases normally he tears his hamstring and is out for 10 games
you see you cant just abandon your conlonies. then you dont get the good gas. cheap russian gas is not pure you cant use this for highly volate chemical processes then it all blows up in your face.
>>536899332DEMOTE KAKAichi at next term: No more stupid women politicians ok?!? YOUR FUTURE DEPENDS ON IT TAKESHI, LITERALLY
>>536906715>Canada has the 2nd largest tungsten reserves in the worldDoesn´t matter when china controls 90%+ of the refinement.
>>536914372It DOES matter. Yellow kikes are playing 4d chess with us cumskin (and native) goyim and you don’t even know it. Always counteract to what China might like if you wanna stay sovereign
>>536897628Why can't they just get it from Australia? China is an unreliable trade partner.
>>536898840Not even fully war related (although that's an obvious driver now), moreso that it just was never sexy and never attracted investment. Most people don't even know what tungsten is, pretty hard to raise capital for a project that misses 99% of potential investors by sheer obscurity. I actually have 5 or so kilos of tungsten carbide cutter tips from inside trommels I used to rebuild. I'd give them to my little brother to fire out of his slingshot lmao.
>>536914570Because you still need to refine it.Australia provide the raw material but it can't be used as is, you need to refine it into a suitable form.
>>536914570The mines aren't built. The west has been battling leftist lesbian cunts to get any sort of extractive project off the ground for decades, add to that the 10 year lead time to actually build a fucking mine.
>>536912296ok
>>536915055also this, add another 5 years
>>536915227All mining.
>>536906664toplel
>>536898938didnt teh japs massacre/genocide the chinks every time they had a chance?i dont believe chinks forgot
>>536914493Maybe stop antagonizing the cheap labor you love so much.
>>536897628Thank the faggot government that has the diplomatic skills of a fucking toddler for that
>>536898938Why the fuck would any country trust the chinks enough to be nice to them
>>536915243You can also mention that refining consume a lot of power and most of the west dont produce enough energy to run refining plants at a level where they can be relevant.Europe would have to make a 180 on most of their green policies and open coal plants as a short-term solution (unless you want to add 10 more years) while the US has terrible power grids and would be competing against data centers for energy.
>>536915284>HODLBut seriously, Good stats m9.I though about commodities, but figured the squeeze was in semiconductors.I got some semi-money in November, 2025, but it should have been all of it... big chunk was still in Nvidia.Would be up much, much more.Macro strategy is printing though.We're both doing well.I hope you become a multi-millionaire and can live off the interest the rest of your life, or do whatever you want with it.Good stats m9.
>>536914493It doesn´t matter how much you mine if all the refinement capacity is in the hands of someone that doesn´t export to you.
>>536915633I stick to commodities because I'm a cynical cunt, wanted to buy Intel at $15 and didn't, thought about AMD at $50 and didn't.. nonetheless I've done ok. Eventually I want to go live on one of islands down these ways and live off my divvies, something like that sounds neat. GL homie wagmi.
>>536897628these are all insider "shit" stocks with no market capitalization that you cant buy as a normal person on any standard trading placesjust money laundering for the wealthy
>>536915596Yes. There's massive structural deficits in the west, power, water, roading.. most of our ports suck, our rail systems are run down and outdated. If people like Trump are serious about maintaining western hegemony they'd better start marshall plan tier infrastructure buildout 20 fucken years ago..
>>536915393I love sovereignty. Hence why I keep saying only a United States of Europe can be enforce its economic interests bc itty bitty clitty euro countries have no leverage against VaChina>>536915800Is industrial espionage from Europe justified atp
>>536905060>new rare earth deposits and recycling methodsNice in 20 year when the mining and processing facilities are built you can have your rare earth.
