China Dysprosium Export Controls Extended 2027
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China extends rare earth export-control suspension to January 2027, but dysprosium hits $4,100/kg and yttrium shortages threaten aerospace supply chains.
Directly affected
- No company is named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story.
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story.
- REMX VanEck Rare Earth and Strategic Metals ETF-24.4% 30d
VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story.
- FXI iShares China Large-Cap ETF-2.2% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).
- ASML ASML Holding N.V-13.3% 10d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.
- NVDA Nvidia-8.2% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-10.2% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SMH | -7.61% | -3.62% | base | after close | after close | after close | after close |
| SOXX | -11.91% | -5.47% | base | after close | after close | after close | after close |
| IYTNo price data for this ticker | — | — | — | — | — | — | — |
| REMXNo price data for this ticker | — | — | — | — | — | — | — |
| FXI | +4.36% | +2.79% | base | after close | after close | after close | after close |
| ASML | -4.85% | +0.72% | base | after close | after close | after close | after close |
| NVDA | +12.42% | +1.63% | base | after close | after close | after close | after close |
| TSM | -7.50% | -2.24% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
China Dysprosium Export Controls Extended 2027 Rare Earth Exchanges
Source: Rare Earth Exchanges
Price since this story was published: Vaneck Etf Trust (SMH)
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | three days earlier | +0.72% | final price |
| Asml Holding (ASML) | five days earlier | -4.85% | final price |
| Ishares China Large-Cap Etf (FXI) | three days earlier | +2.79% | final price |
| Ishares China Large-Cap Etf (FXI) | five days earlier | +4.36% | final price |
| Nvidia (NVDA) | three days earlier | +1.63% | final price |
| Nvidia (NVDA) | five days earlier | +12.42% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | -3.62% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | -7.61% | final price |
| Ishares Tr (SOXX) | three days earlier | -5.47% | final price |
| Ishares Tr (SOXX) | five days earlier | -11.91% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | three days earlier | -2.24% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | five days earlier | -7.50% | final price |
Congressional trades in the stocks in this story
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 21 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 21 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 37 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 42 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 35 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 52 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 80 days before publication. Filed 14 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Vaneck Etf Trust (SMH)
Companies tied to this story
- SMH Vaneck Etf Trust
In “China Dysprosium Export Controls Extended 2027,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story
- SOXX Ishares Tr
For “China Dysprosium Export Controls Extended 2027,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story
- KWEB Kraneshares Csi China Internet Etf
Kraneshares Csi China Internet Etf (KWEB) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “China Dysprosium Export Controls Extended 2027.” Reason on file: KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “china” (Chinese tech) in this story
- XRT Spdr Series Trust
In “China Dysprosium Export Controls Extended 2027,” Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Retail ETF: it holds retailers. Linked by “china” (retail and consumer goods) in this story
- FXI Ishares China Large-Cap Etf
Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “China Dysprosium Export Controls Extended 2027.” Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)
- ASML Asml Holding
For “China Dysprosium Export Controls Extended 2027,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story
- NVDA Nvidia
For “China Dysprosium Export Controls Extended 2027,” Nvidia (NVDA) is linked, with no stored direction, medium confidence. Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story
- TSM Taiwan Semiconductor Manufacturing
In “China Dysprosium Export Controls Extended 2027,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story
How “China Dysprosium Export Controls Extended 2027” reaches Vaneck Etf Trust (SMH)
The 13 Nov 2026 story “China Dysprosium Export Controls Extended 2027” names Vaneck Etf Trust (SMH) because of this story.
What ties Vaneck Etf Trust (SMH) to the headline is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story
Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story
Price levels for Vaneck Etf Trust (SMH)
KWEB traded between 22.90 and 25.02 across 20 sessions. The latest close on file is 23.13. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73.
What the saved facts support for Vaneck Etf Trust (SMH)
46 out of 100
“China Dysprosium Export Controls Extended 2027” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.