Seoul Semiconductor Ends Need for Rare Earths in White LEDs
Published . Updated .
This report is about rare earths and semiconductors.
Directly affected
- No company is named in this report.
Indirectly affected
- REMX VanEck Rare Earth and Strategic Metals ETF-20.0% 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.
- SMH VanEck Semiconductor ETF+2.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- EWY iShares MSCI South Korea ETF-10.4% 30d
iShares MSCI South Korea ETF holds stocks listed in South Korea, which this story is about (“seoul”).
- MP MP Materials-16.6% 30d
MP Materials (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.
- TSM Taiwan Semiconductor Manufacturing+4.5% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- ASML ASML Holding N.V-8.0% 30d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- NVDA Nvidia+1.9% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- USAR USA Rare Earth-31.2% 30d
USA Rare Earth (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| REMXNo price data for this ticker | — | — | — | — | — | — | — |
| SMH | -0.22% | -5.49% | base | +1.02% | after close | after close | after close |
| EWYNo price data for this ticker | — | — | — | — | — | — | — |
| MPNo price data for this ticker | — | — | — | — | — | — | — |
| TSM | -1.17% | -4.24% | base | +0.26% | after close | after close | after close |
| ASML | +2.55% | -3.89% | base | +0.94% | after close | after close | after close |
| NVDA | +1.85% | -3.14% | base | +0.06% | after close | after close | after close |
| USARNo price data for this ticker | — | — | — | — | — | — | — |
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.
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Seoul Semiconductor Ends Need for Rare Earths in White LEDs AFP.com
Source: afp.com
Price since this story was published: Vaneck Rare Earth And Strategic Metals Etf (REMX)
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | that day | +0.94% | still updating |
| Asml Holding (ASML) | three days earlier | -3.89% | final price |
| Asml Holding (ASML) | five days earlier | +2.55% | final price |
| Nvidia (NVDA) | that day | +0.06% | still updating |
| Nvidia (NVDA) | three days earlier | -3.14% | final price |
| Nvidia (NVDA) | five days earlier | +1.85% | final price |
| Vaneck Etf Trust (SMH) | that day | +1.02% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | -5.49% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | -0.22% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | that day | +0.26% | still updating |
| Taiwan Semiconductor Manufacturing (TSM) | three days earlier | -4.24% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | five days earlier | -1.17% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, bought MP Materials Corp. / DE (MP), worth $1,001 - $15,000 on 10 Aug 2026. That is 79 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 19 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 36 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 64 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 82 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 27 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 54 days before publication. Filed 7 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).
Companies in semiconductors around Vaneck Rare Earth And Strategic Metals Etf (REMX)
Companies mentioned with this story
- REMX Vaneck Rare Earth And Strategic Metals Etf
Vaneck Rare Earth And Strategic Metals Etf (REMX) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Seoul Semiconductor Ends Need for Rare Earths in White LEDs.” Reason on file: VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story
- SMH Vaneck Etf Trust
For “Seoul Semiconductor Ends Need for Rare Earths in White LEDs,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
- EWY Ishares Msci South Korea Etf
Ishares Msci South Korea Etf (EWY) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Seoul Semiconductor Ends Need for Rare Earths in White LEDs.” Reason on file: iShares MSCI South Korea ETF holds stocks listed in South Korea, which this story is about (“seoul”)
- MP MP Materials Corp. / DE
In “Seoul Semiconductor Ends Need for Rare Earths in White LEDs,” MP Materials Corp. / DE (MP) is linked, with no stored direction, medium confidence. Reason on file: MP Materials (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story
- TSM Taiwan Semiconductor Manufacturing
For “Seoul Semiconductor Ends Need for Rare Earths in White LEDs,” 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 “semiconductor” (semiconductors) in this story
- ASML Asml Holding
For “Seoul Semiconductor Ends Need for Rare Earths in White LEDs,” 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 “semiconductor” (semiconductors) in this story
- NVDA Nvidia
For “Seoul Semiconductor Ends Need for Rare Earths in White LEDs,” 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 “semiconductor” (semiconductors) in this story
- USAR USA Rare Earth
USA Rare Earth (USAR) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Seoul Semiconductor Ends Need for Rare Earths in White LEDs.” Reason on file: USA Rare Earth (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story
How semiconductors news reaches Vaneck Rare Earth And Strategic Metals Etf (REMX)
On 28 Oct 2026, “Seoul Semiconductor Ends Need for Rare Earths in White LEDs” is the story that connects Vaneck Rare Earth And Strategic Metals Etf (REMX) to Semiconductors.
For Vaneck Rare Earth And Strategic Metals Etf (REMX), the reason on file says VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story
A second company, Vaneck Etf Trust (SMH), is listed for a different reason: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
The price range for Vaneck Rare Earth And Strategic Metals Etf (REMX), and the dates in the story
EWY traded between 148.30 and 192.87 across 20 sessions. The latest close on file is 157.25. REMX traded between 50.66 and 65.29 across 20 sessions. The latest close on file is 54.08. SMH traded between 520.59 and 639.33 across 20 sessions. The latest close on file is 557.77.
A simple score for Vaneck Rare Earth And Strategic Metals Etf (REMX)
46 out of 100Price not final
“Seoul Semiconductor Ends Need for Rare Earths in White LEDs” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.