These 3 US chip stocks are most at risk due to China's rare earths curbs

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 ...