China’s latest move to tighten control over rare earth metals’ exports has sent ripples through the semiconductor industry. With new licensing requirements for foreign entities using Chinese-sourced rare earths, chip equipment makers face mounting uncertainty. These metals – critical for high-precision vacuum systems and magnet-based components – are foundational to advanced semiconductor manufacturing. Evercore ISI warns that several large-cap names could be exposed to supply disruptions and cost inflation. While the restrictions...
Wednesday 15 October 2025
wn.com - 2 days ago
These 3 US chip stocks are most at risk due to China’s rare earths curbs
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