Geopolitics Alpha

Certain Paper Shopping Bags From Taiwan: Preliminary Results and Rescission, in Part, of Antidumping Duty Administrative Review; 2024-2025

Published . Updated .

The U.S. Department of Commerce (Commerce) is conducting an administrative review of the antidumping duty (AD) order on certain paper shopping bags (paper bags) from Taiwan for the period of review (POR) January 3, 2024, through June 30, 2025. Commerce preliminarily finds that Haur Tyi Paper Bag Co., Ltd (Haurtyi) did not make sales of subject merchandise at prices below normal value (NV) during the POR. Additionally, we are rescinding this review, in part, with respect to five companies for which all requests for review were withdrawn. We invite interested parties to comment on these preliminary results.

Directly affected

  • No company is 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
NVDA———————
TSM———————
ASML———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————

The U.S. Department of Commerce (Commerce) is conducting an administrative review of the antidumping duty (AD) order on certain paper shopping bags (paper bags) from Taiwan for the period of review (POR) January 3, 2024, through June 30, 2…

Source: Federal Register

Price since this story was published: Armour Residential REIT (ARR)

Since the first closing price after “Certain Paper Shopping Bags From Taiwan: Preliminary Results and Rescission, in Part, of Antidumping Duty Administrative Review; 2024-2025,” Armour Residential REIT (ARR) is -8.69%. The S&P 500 fund (SPY) is -0.94% over the same days, a -7.75% difference versus the market.

ARR
SPY

Official trades in Armour Residential REIT (ARR) around 7 Oct 2026

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).

Who gains and who loses around Armour Residential REIT (ARR)

Companies tied to this story

  • ARR Armour Residential REIT

    For “Certain Paper Shopping Bags From Taiwan: Preliminary Results and Rescission, in Part, of Antidumping Duty Administrative Review; 2024-2025,” Armour Residential REIT (ARR) is linked, with no stored direction, medium confidence. Reason on file: GA selected ARR as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CNX CNX Resources

    CNX Resources (CNX) is linked, with no stored direction, medium confidence in the 7 Oct 2026 story “Certain Paper Shopping Bags From Taiwan: Preliminary Results and Rescission, in Part, of Antidumping Duty Administrative Review; 2024-2025.” Reason on file: GA selected CNX as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • COYA Coya Therapeutics

    In “Certain Paper Shopping Bags From Taiwan: Preliminary Results and Rescission, in Part, of Antidumping Duty Administrative Review; 2024-2025,” Coya Therapeutics (COYA) is linked, with no stored direction, medium confidence. Reason on file: GA selected COYA as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CYTK Cytokinetics

    For “Certain Paper Shopping Bags From Taiwan: Preliminary Results and Rescission, in Part, of Antidumping Duty Administrative Review; 2024-2025,” Cytokinetics (CYTK) is linked, with no stored direction, medium confidence. Reason on file: GA selected CYTK as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • DASH DoorDash

    DoorDash (DASH) is linked, with no stored direction, medium confidence in the 7 Oct 2026 story “Certain Paper Shopping Bags From Taiwan: Preliminary Results and Rescission, in Part, of Antidumping Duty Administrative Review; 2024-2025.” Reason on file: GA selected DASH as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • DIOD Diodes Inc /Del/

    In “Certain Paper Shopping Bags From Taiwan: Preliminary Results and Rescission, in Part, of Antidumping Duty Administrative Review; 2024-2025,” Diodes Inc /Del/ (DIOD) is linked, with no stored direction, medium confidence. Reason on file: GA selected DIOD as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Armour Residential REIT (ARR)

“Certain Paper Shopping Bags From Taiwan: Preliminary Results and Rescission, in Part, of Antidumping Duty Administrative Review; 2024-2025” (7 Oct 2026) reaches Armour Residential REIT (ARR) through this story.

The link for Armour Residential REIT (ARR) is this: GA selected ARR as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

A second company, CNX Resources (CNX), is listed for a different reason: GA selected CNX as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates in the story, and the Armour Residential REIT (ARR) price range

ARR traded between 12.28 and 15.05 across 20 sessions. The latest close on file is 12.29. CNX traded between 30.90 and 36.08 across 20 sessions. The latest close on file is 35.67. COYA traded between 4.16 and 5.34 across 20 sessions. The latest close on file is 4.22.

A simple score for Armour Residential REIT (ARR)

54 out of 100

“Certain Paper Shopping Bags From Taiwan: Preliminary Results and Rescission, in Part, of Antidumping Duty Administrative Review; 2024-2025” scores 54 out of 100. The score uses 2 sources, and 6 linked companies.