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AI Chip Earnings Soared—Why Micron, TSMC And ASML Shares May Fall

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AI Chip Earnings Soared—Why Micron, TSMC And ASML Shares May Fall Forbes

Directly affected

  • MU Micron Technology

    Named in this report.

  • TSM Taiwan Semiconductor Manufacturing

    Named in this report.

  • ASML Asml Holding

    Named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • 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
MU———————
TSM———————
ASML———————
NVDA———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————

AI Chip Earnings Soared—Why Micron, TSMC And ASML Shares May Fall Forbes

Source: Forbes

Where this story sits: Taiwan Strait

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “AI Chip Earnings Soared—Why Micron, TSMC And ASML Shares May Fall.” The recent pace is rising.

How solid the semiconductors case looks

12 out of 100

“AI Chip Earnings Soared—Why Micron, TSMC And ASML Shares May Fall” scores 12 out of 100. The score uses 1 sources.