AI Chip Stocks to Watch After TSMC and Nvidia Lift Sentiment
Published . Updated .
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AI hardware and semiconductor stocks just swung from political worry to renewed excitement, as TSMC, Nvidia and their peers helped pull Asian markets off the mat and lent support to U.S. futures. For investors, that kind of sharp mood shift can quickly reprice both perceived
Directly affected
- TSM Taiwan Semiconductor Manufacturing-10.2% 30d
Named in this report.
- NVDA Nvidia-8.2% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AAXJ iShares MSCI All Country Asia ex Japan ETF-9.5% 8d
iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asian”).
- ASML ASML Holding N.V-13.3% 10d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- AVGO Broadcom+0.5% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- AMD Advanced Micro Devices-10.2% 30d
Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- ON ON Semiconductor-8.1% 30d
ON Semiconductor (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TSM | +6.26% | +5.43% | base | +3.61% | +5.69% | +10.16% | +8.11% |
| NVDA | +8.30% | +7.21% | base | -4.60% | -9.60% | -6.88% | -11.05% |
| SMH | +9.57% | +8.79% | base | +5.09% | +4.32% | +9.38% | +8.24% |
| SOXX | +10.81% | +10.19% | base | +7.55% | +7.31% | +13.85% | +13.52% |
| QQQ | +3.80% | +5.39% | base | +3.80% | +2.82% | +5.29% | +4.86% |
| AAXJ | +3.50% | +4.44% | base | +2.92% | +2.20% | +4.96% | +3.28% |
| ASML | +7.09% | +5.03% | base | +6.21% | +5.85% | +7.71% | +5.10% |
| AVGO | +9.89% | +10.98% | base | +8.91% | +13.18% | +17.76% | +24.14% |
| AMD | +4.31% | +9.22% | base | +13.68% | +15.11% | +23.54% | +30.89% |
| ON | +10.61% | +12.39% | base | +8.97% | +9.74% | +16.08% | +16.23% |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
AI Chip Stocks to Watch After TSMC and Nvidia Lift Sentiment Yahoo Finance
Source: Yahoo Finance
Taiwan Strait
| Company | When | Move | Status |
|---|---|---|---|
| AAXJ | that day | +2.92% | final price |
| AAXJ | the next day | +2.20% | final price |
| AAXJ | two days later | +4.96% | final price |
| AAXJ | three days later | +3.28% | final price |
| AAXJ | three days earlier | +4.44% | final price |
| AAXJ | five days earlier | +3.50% | final price |
| AMD | that day | +13.68% | final price |
| AMD | the next day | +15.11% | final price |
| AMD | two days later | +23.54% | final price |
| AMD | three days later | +30.89% | final price |
| AMD | three days earlier | +9.22% | final price |
| AMD | five days earlier | +4.31% | final price |
| ASML | that day | +6.21% | final price |
| ASML | the next day | +5.85% | final price |
| ASML | two days later | +7.71% | final price |
| ASML | three days later | +5.10% | final price |
| ASML | three days earlier | +5.03% | final price |
| ASML | five days earlier | +7.09% | final price |
| AVGO | that day | +8.91% | final price |
| AVGO | the next day | +13.18% | final price |
| AVGO | two days later | +17.76% | final price |
| AVGO | three days later | +24.14% | final price |
| AVGO | three days earlier | +10.98% | final price |
| AVGO | five days earlier | +9.89% | final price |
| NVDA | that day | -4.60% | final price |
| NVDA | the next day | -9.60% | final price |
| NVDA | two days later | -6.88% | final price |
| NVDA | three days later | -11.05% | final price |
| NVDA | three days earlier | +7.21% | final price |
| NVDA | five days earlier | +8.30% | final price |
| ON | that day | +8.97% | final price |
| ON | the next day | +9.74% | final price |
| ON | two days later | +16.08% | final price |
| ON | three days later | +16.23% | final price |
| ON | three days earlier | +12.39% | final price |
| ON | five days earlier | +10.61% | final price |
| QQQ | that day | +3.80% | final price |
| QQQ | the next day | +2.82% | final price |
| QQQ | two days later | +5.29% | final price |
| QQQ | three days later | +4.86% | final price |
| QQQ | three days earlier | +5.39% | final price |
| QQQ | five days earlier | +3.80% | final price |
| SMH | that day | +5.09% | final price |
| SMH | the next day | +4.32% | final price |
| SMH | two days later | +9.38% | final price |
| SMH | three days later | +8.24% | final price |
| SMH | three days earlier | +8.79% | final price |
| SMH | five days earlier | +9.57% | final price |
| SOXX | that day | +7.55% | final price |
| SOXX | the next day | +7.31% | final price |
| SOXX | two days later | +13.85% | final price |
| SOXX | three days later | +13.52% | final price |
| SOXX | three days earlier | +10.19% | final price |
| SOXX | five days earlier | +10.81% | final price |
| TSM | that day | +3.61% | final price |
| TSM | the next day | +5.69% | final price |
| TSM | two days later | +10.16% | final price |
| TSM | three days later | +8.11% | final price |
| TSM | three days earlier | +5.43% | final price |
| TSM | five days earlier | +6.26% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 31 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 48 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 76 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 17 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 33 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 38 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 17 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 13 Oct 2026. That is 27 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 45 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 46 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 66 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Advanced Micro Devices (AMD), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 80 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Taiwan Strait, seven days against thirty
Geopolitics Alpha has 13 stories about Taiwan Strait from the past 7 days and 57 stories from the past 30. That is about its usual pace over the past month. “AI Chip Stocks to Watch After TSMC and Nvidia Lift Sentiment” is tagged to Taiwan Strait.
How solid the semiconductors case looks
12 out of 100
“AI Chip Stocks to Watch After TSMC and Nvidia Lift Sentiment” scores 12 out of 100. The score uses 1 sources.