China moves to restrict exports of solar technology as defence uses grow

China's commerce ministry has announced plans to impose export controls on solar-manufacturing technologies, marking a significant shift in how the country manages its dominant position in global solar supply chains. Officials said the regulatory framework is necessary to address risks posed by the expanding use of such technologies in defence and aerospace applications. The move underscores how technologies originally developed for civilian energy production have acquired strategic importance in national security contexts. Industry analysts expect the controls could reshape international solar manufacturing networks, potentially affecting supply chains across Asia and beyond. Malaysia, a major hub for semiconductor and electronics manufacturing, could see indirect impacts depending on how broadly the controls are applied and which specific technologies fall under Beijing's oversight regime. The timing of the announcement reflects broader geopolitical trends, as several countries have begun scrutinising dual-use technologies that straddle civilian and military applications. China's commerce ministry is expected to provide further details on the scope and implementation timeline for the export restrictions in coming weeks.