America gave up its rare earth edge. China took full advantage.
Published . Updated .
Decades of cheaper imports left US dependent on China for crucial rare earth processing.
Directly affected
- No company is named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
Decades of cheaper imports left US dependent on China for crucial rare earth processing.
Source: Ars Technica
USA Rare Earth (USAR) since this story, compared with the market
Since the first closing price after “America gave up its rare earth edge. China took full advantage.,” USA Rare Earth (USAR) is -34.50%. The S&P 500 fund (SPY) is -0.09% over the same days, a -34.41% difference versus the market. technology stocks (XLK) is +3.23%, a -37.73% difference versus that group of stocks.
USA Rare Earth (USAR) on one side of this semiconductors story
Companies mentioned with this story
- USAR USA Rare Earth
USA Rare Earth (USAR) is linked, with no stored direction, high confidence in the 23 Sep 2026 story “America gave up its rare earth edge. China took full advantage..” Reason on file: GA selected USAR as a RELATED security because its canonical security name directly matches this event's themes: rare earth, earth, rare. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- HL Hecla Mining
In “America gave up its rare earth edge. China took full advantage.,” Hecla Mining (HL) is linked, with no stored direction, medium confidence. Reason on file: GA selected HL as a RELATED security because its canonical security name directly matches this event's themes: mining. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- MP MP Materials Corp. / DE
For “America gave up its rare earth edge. China took full advantage.,” MP Materials Corp. / DE (MP) is linked, with no stored direction, medium confidence. Reason on file: GA selected MP as a RELATED security because its canonical security name directly matches this event's themes: materials. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- RYAM Rayonier Advanced Materials
In “America gave up its rare earth edge. China took full advantage.,” Rayonier Advanced Materials (RYAM) is linked, with no stored direction, medium confidence. Reason on file: GA selected RYAM as a RELATED security because its canonical security name directly matches this event's themes: materials. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ARIS Aris Mining
For “America gave up its rare earth edge. China took full advantage.,” Aris Mining (ARIS) is linked, with no stored direction, medium confidence. Reason on file: GA selected ARIS as a RELATED security because its canonical security name directly matches this event's themes: mining. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ATCX Atlas Critical Minerals
For “America gave up its rare earth edge. China took full advantage.,” Atlas Critical Minerals (ATCX) is linked, with no stored direction, medium confidence. Reason on file: GA selected ATCX as a RELATED security because its canonical security name directly matches this event's themes: critical minerals. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
USA Rare Earth (USAR) and the semiconductors link
USA Rare Earth (USAR) is the company in “America gave up its rare earth edge. China took full advantage.,” the 23 Sep 2026 Semiconductors story.
The link for USA Rare Earth (USAR) is this: GA selected USAR as a RELATED security because its canonical security name directly matches this event's themes: rare earth, earth, rare. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Hecla Mining (HL) is here too. Its reason reads: GA selected HL as a RELATED security because its canonical security name directly matches this event's themes: mining. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the USA Rare Earth (USAR) price range
HL traded between 14.65 and 19.29 across 20 sessions. The latest close on file is 15.04. MP traded between 38.61 and 51.35 across 20 sessions. The latest close on file is 38.97. USAR traded between 9.82 and 17.10 across 20 sessions. The latest close on file is 10.08.
How solid the semiconductors case looks
46 out of 100
“America gave up its rare earth edge. China took full advantage.” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.