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China's curbs on tungsten used in drill bits squeeze AI supply chain

Supply ChainExport controls on critical metal have sent price of key tool surgingTungsten carbide bits, like these made by Taiwan's Topoint, drill micro-holes in printed circuit boards (PCBs) and chip substrates. (Nikkei montage/Source photos by Cheng Ting-Fang)November 5, 2026 11:28 JSTTAIPEI -- China's export controls on critical metals have disrupted supplies of micro drill bits, little-known but critical components in the AI chip supply chain, in the latest example of how geopolitical tensio...

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