Geopolitics Alpha

ACM Research Is Gaining Ground as China Replaces Foreign Semiconductor Equipment

Published . Updated .

ACM Research Is Gaining Ground as China Replaces Foreign Semiconductor Equipment 24/7 Wall St.

Directly affected

  • ACMR ACM Research

    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

  • 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

  • SOXX iShares Semiconductor

    A fund of semiconductor companies

  • QQQ Invesco QQQ

    Big tech moves with chip-supply risk

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ACMR———————
NVDA———————
TSM———————
ASML———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————

ACM Research Is Gaining Ground as China Replaces Foreign Semiconductor Equipment 24/7 Wall St.

Source: 24/7 Wall St.

How busy Taiwan Strait has been lately

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “ACM Research Is Gaining Ground as China Replaces Foreign Semiconductor Equipment.” The recent pace is rising.

How solid the semiconductors case looks

12 out of 100

“ACM Research Is Gaining Ground as China Replaces Foreign Semiconductor Equipment” scores 12 out of 100. The score uses 1 sources.