China’s slower customs clearance disrupts key optical and aerospace material flows to Taiwan
China has recently slowed customs clearance on exports to Taiwan of germanium-based and quartz-based optical materials, along with some rare-earth magnets used in aerospace applications, according to a Nikkei Asia report cited by ABMedia. The delays have stretched delivery schedules for Taiwanese manufacturers and, in some cases, led to lost orders. Industry sources said the issue has affected multiple companies, with some optical firms reporting that extended review times at Chinese customs have become a broad supply-chain problem since last year. People familiar with the matter also said some Chinese suppliers had been questioned by authorities about customer identities and shipments. The report said quartz remains especially hard to replace because chip equipment makers require extremely high quality and precision, while alternative suppliers outside China are limited. In aerospace, executives said neodymium magnets and other permanent magnets from China have become a bottleneck for motor production. Against that backdrop, Taiwan’s Ministry of Economic Affairs is backing the Industrial Technology Research Institute, or ITRI, in developing domestic rare-earth capabilities, with a goal of building its first pilot production line within three years.


