Asia week ahead: Japan GDP and key data from China and Taiwan
Published . Updated .
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This report is about semiconductors and defense.
Directly affected
- No company is named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+1.2% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “taiwan” (defense) 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 (“asia”).
- FXI iShares China Large-Cap ETF-2.2% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).
- TSM Taiwan Semiconductor Manufacturing-10.2% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices, with business in Taiwan): chip demand, export rules and supply drive chipmakers' shares. Linked by “taiwan” (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 “taiwan” (semiconductors) in this story.
- 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 “taiwan” (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 |
|---|---|---|---|---|---|---|---|
| SMH | -7.61% | -3.62% | base | after close | after close | after close | after close |
| SOXX | -11.91% | -5.47% | base | after close | after close | after close | after close |
| ITA | -3.72% | +1.00% | base | after close | after close | after close | after close |
| AAXJ | -3.17% | -1.05% | base | after close | after close | after close | after close |
| FXI | +4.36% | +2.79% | base | after close | after close | after close | after close |
| TSM | -7.50% | -2.24% | base | after close | after close | after close | after close |
| AVGO | -19.45% | -8.83% | base | after close | after close | after close | after close |
| ASML | -4.85% | +0.72% | base | after close | after close | after close | after close |
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.
Asia week ahead: Japan GDP and key data from China and Taiwan ing think
Source: ing think
This story
| Company | When | Move | Status |
|---|---|---|---|
| AAXJ | three days earlier | -1.05% | final price |
| AAXJ | five days earlier | -3.17% | final price |
| ASML | three days earlier | +0.72% | final price |
| ASML | five days earlier | -4.85% | final price |
| AVGO | three days earlier | -8.83% | final price |
| AVGO | five days earlier | -19.45% | final price |
| FXI | three days earlier | +2.79% | final price |
| FXI | five days earlier | +4.36% | final price |
| ITA | three days earlier | +1.00% | final price |
| ITA | five days earlier | -3.72% | final price |
| SMH | three days earlier | -3.62% | final price |
| SMH | five days earlier | -7.61% | final price |
| SOXX | three days earlier | -5.47% | final price |
| SOXX | five days earlier | -11.91% | final price |
| TSM | three days earlier | -2.24% | final price |
| TSM | five days earlier | -7.50% | final price |
Congressional trades 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 35 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 52 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 80 days before publication. Filed 14 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 31 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 49 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 50 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 21 days before publication. Filed 28 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).
This story
12 out of 100
“Asia week ahead: Japan GDP and key data from China and Taiwan” scores 12 out of 100. The score uses 1 sources.