China Mineral Export Controls Strategic Leverage Explained
Published . Updated .
This report is about semiconductors and Chinese tech.
Directly affected
- No company is named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF+2.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF+1.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story.
- KWEB KraneShares CSI China Internet ETF-4.6% 30d
KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “china” (Chinese tech) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds retailers. Linked by “china” (retail and consumer goods) in this story.
- FXI iShares China Large-Cap ETF-4.2% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).
- ASML ASML Holding N.V-5.7% 30d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.
- NVDA Nvidia+1.9% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing+4.5% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (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 | -7.89% | -4.67% | base | after close | after close | after close | after close |
| SOXXNo price data for this ticker | — | — | — | — | — | — | — |
| KWEBNo price data for this ticker | — | — | — | — | — | — | — |
| XRTNo price data for this ticker | — | — | — | — | — | — | — |
| FXINo price data for this ticker | — | — | — | — | — | — | — |
| ASML | -6.17% | -4.45% | base | after close | after close | after close | after close |
| NVDA | -1.43% | +0.31% | base | after close | after close | after close | after close |
| TSM | -6.22% | -3.47% | 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.
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China Mineral Export Controls Strategic Leverage Explained Rare Earth Exchanges
Source: Rare Earth Exchanges
This story
| Company | When | Move | Status |
|---|---|---|---|
| ASML | three days earlier | -4.45% | final price |
| ASML | five days earlier | -6.17% | final price |
| NVDA | three days earlier | +0.31% | final price |
| NVDA | five days earlier | -1.43% | final price |
| SMH | three days earlier | -4.67% | final price |
| SMH | five days earlier | -7.89% | final price |
| TSM | three days earlier | -3.47% | final price |
| TSM | five days earlier | -6.22% | final price |
Congressional trades in the stocks in this story
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 83 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 28 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 36 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 55 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 20 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 37 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 65 days before publication. Filed 14 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).
How solid “China Mineral Export Controls Strategic Leverage Explained” looks
12 out of 100
“China Mineral Export Controls Strategic Leverage Explained” scores 12 out of 100. The score uses 1 sources.