According to this article
https://www.shinetsu.co.jp/wp-content/uploads/2020/07/9_Shin-Etsu-Group-Companies.pdf
we have another possible supply chains outside of China between Lynas-Japan (Shin Etsu Group)-Malaysia or Vietnam or Philippines. But Shin Etsu Group can also send some part of work to China, this I do not know and from this article it is not clear.
Ann: Trading Halt, page-159
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