A pipe under the Taiwan Strait outlasts the politics above it
Published . Updated .
A pipe under the Taiwan Strait outlasts the politics above it Lowy Institute
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
- ZIM ZIM Integrated Shipping
Container lines are exposed when a shipping lane is disrupted
- MATX Matson
Container lines are exposed when a shipping lane is disrupted
- 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
Price reaction, T-5 to T+3
A pipe under the Taiwan Strait outlasts the politics above it Lowy Institute
Source: Lowy Institute
Taiwan Strait, seven days against thirty
Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “A pipe under the Taiwan Strait outlasts the politics above it.” The recent pace is rising.
How solid the shipping case looks
12 out of 100
“A pipe under the Taiwan Strait outlasts the politics above it” scores 12 out of 100. The score uses 1 sources.