China tightens indium export checks, worrying AI data center chipmakers
China just tightened its export checks on indium, a metal that's basically a must-have for building the fast optical chips powering today's AI data centers.
Since China produces about 70% of the world's indium, any changes there make waves everywhere.
Although only indium phosphide (a key chip ingredient) was under export control since last year, new customs scrutiny in 2026 has buyers worried about what might come next.
Europe, North America buyers report delays
Buyers in Europe and North America are seeing slower approvals and more questions from customs: one European buyer said they were asked for end-user info for the first time this year, while a North American buyer called things "tense."
No shipments have been blocked yet, but the vibe is definitely anxious.
Meanwhile, the US is planning to stockpile up to 403 tons of indium over three years to keep its tech future secure.
China's Ministry of Commerce did not immediately respond to a request for comment on a public holiday.