Geopolitics Alpha

ASML Says AI Chipmakers Want More Machines Than It Can Build

Published . Updated .

ASML Says AI Chipmakers Want More Machines Than It Can Build Stock Titan

Directly affected

  • ASML Asml Holding

    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

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

ASML Says AI Chipmakers Want More Machines Than It Can Build Stock Titan

Source: Stock Titan

Semiconductors

SPY

How solid the semiconductors case looks

12 out of 100

“ASML Says AI Chipmakers Want More Machines Than It Can Build” scores 12 out of 100. The score uses 1 sources.