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Trump Secures Rare Earth Minerals and Imposes Tariff on Non-AI Chips

An executive order aims to safeguard the national supply of critical materials while imposing...
Key Metrics

11.8

Heat Index
  • Impact Level
    Medium
  • Scope Level
    National
  • Last Update
    2026-01-14
Key Impacts
Positive Impacts (4)
Lynas Rare Earths Ltd.
Rare Earth Oxides (e.g., Neodymium, Praseodymium)
MP Materials Corp.
Defense & Aerospace Sector
Negative Impacts (6)
Consumer Electronics Manufacturers/Retailers (Apple, Dell, Best Buy)
Foreign Contract Chip Manufacturers (TSMC, Samsung Foundry)
U.S. Semiconductor Foundry/IDM Segment (e.g., Intel, GlobalFoundries)
Semiconductor Equipment Makers (Applied Materials, Lam Research, ASML)
U.S. AI Infrastructure & Cloud Providers (Microsoft, Amazon, Google)
Renewable Energy & EV Sector
Total impacts: 11 | Positive: 4 | Negative: 6
Event Overview

An executive order aims to safeguard the national supply of critical materials while imposing tariffs on specific imported technology components. This move reflects economic and strategic policy, potentially impacting international trade and domestic industry investment.

Collect Records
Trump Signs Executive Order on Rare Earth Minerals and Imposes Tariff on Imported Chips
2026-01-15 04:13

On January 14, U.S. President Trump signed an executive order at the White House to secure the national supply of rare earth minerals. He also announced new regulations imposing a 25% tariff on imported chips not used in the domestic AI industry, targeting chips that transit through the U.S. and are later exported. Trump expects this to generate billions in revenue. Previously, he mentioned potential exemptions for companies increasing investments in the U.S., but did not address this on Wednesday.

Total records: 1
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