Semiconductor-related companies that use rare earth metals in their products could face headwinds as China cracks down on its exports, according to Evercore ISI. Ahead of a potential meeting between President Donald Trump and Chinese leader Xi Jinping, China tightened export controls on rare earths and related technologies. Foreign entities must now obtain a license in order to export any products that contain over 0.1% of domestically sourced elements. This led to Trump on Friday threatening to place a " massive " tariff increase on Chinese imports, sending stocks tumbling. However, he toned down his rhetoric on Sunday, saying in a Truth Social post that the situation with China will "be fine." Evercore ISI highlighted a list of large-cap stocks involved in the semiconductor capital equip

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