China’s stricter rare earth export rules could create cracks across semiconductor supply chain
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China tightened its rare earth export rules on Thursday, which could create issues for an array of companies involved in the semiconductor supply chain, as these elements are crucial in the manufacturing of many high-tech products.
“The most direct impact
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China’s new export rules could disrupt semiconductor supply chains, especially for wafer fabrication, manufacturing equipment, and memory makers due to the critical role of rare earth elements.
Companies like TSMC, Micron Technology, Western Digital, Seagate, ASML, Lam Research, KLA, Intel, and GlobalFoundries are highlighted as exposed to these risks.
U.S. rare earth companies, such as USA Rare Earth and MP Materials, may benefit from increased demand and government support amid reduced dependency on China.
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