China’s Sanctions On Taiwan Allies Project Its Power, But With Limited Effect – Analysis
Published . Updated .
This report is about Semiconductors and Sanctions.
Directly affected
- No company is named in this report.
Indirectly affected
- NVDA NVIDIA+0.6%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor-1.5%
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML-7.1%
Chipmaking-equipment sales follow export rules
- AVGO Broadcom-10.6%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- XLE Energy Select Sector SPDR+3.8%
Energy prices move when sanctioned supply is blocked
- USO United States Oil Fund+4.9%
This fund moves with oil prices
- AMD AMD-1.6%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials-12.6%
Chip-equipment makers feel export controls
- LRCX Lam Research-15.9%
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor-8.0%
A fund of semiconductor companies
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +2.87% | +5.16% | base | after close | after close | after close | after close |
| TSM | +0.44% | +3.20% | base | after close | after close | after close | after close |
| ASML | +4.78% | +6.70% | base | after close | after close | after close | after close |
| AVGO | +4.01% | +5.01% | base | after close | after close | after close | after close |
| XLE | -2.19% | -1.69% | base | after close | after close | after close | after close |
| USO | -5.13% | -5.78% | base | after close | after close | after close | after close |
| AMD | +4.06% | +6.91% | base | after close | after close | after close | after close |
| AMAT | +9.45% | +8.32% | base | after close | after close | after close | after close |
| LRCX | +18.23% | +13.47% | base | after close | after close | after close | after close |
| SMH | +4.02% | +5.58% | 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’s Sanctions On Taiwan Allies Project Its Power, But With Limited Effect – Analysis Eurasia Review
Source: Eurasia Review
This story
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | three days earlier | +8.32% | final price |
| AMAT | five days earlier | +9.45% | final price |
| AMD | three days earlier | +6.91% | final price |
| AMD | five days earlier | +4.06% | final price |
| ASML | three days earlier | +6.70% | final price |
| ASML | five days earlier | +4.78% | final price |
| AVGO | three days earlier | +5.01% | final price |
| AVGO | five days earlier | +4.01% | final price |
| LRCX | three days earlier | +13.47% | final price |
| LRCX | five days earlier | +18.23% | final price |
| NVDA | three days earlier | +5.16% | final price |
| NVDA | five days earlier | +2.87% | final price |
| SMH | three days earlier | +5.58% | final price |
| SMH | five days earlier | +4.02% | final price |
| TSM | three days earlier | +3.20% | final price |
| TSM | five days earlier | +0.44% | final price |
| USO | three days earlier | -5.78% | final price |
| USO | five days earlier | -5.13% | final price |
| XLE | three days earlier | -1.69% | final price |
| XLE | five days earlier | -2.19% | final price |
Congressional trades in the stocks in this story
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 31 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 50 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Daniel Meuser sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 31 Aug 2026. That is 54 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 32 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 60 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Richard W. Allen bought Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 12 Aug 2026. That is 73 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 78 days before publication. Filed 14 Oct 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 29 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 31 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 38 days before publication. Filed 12 Oct 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 50 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Advanced Micro Devices (AMD), worth $1,001 - $15,000 on 18 Aug 2026. That is 67 days before publication. Filed 10 Sep 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
“China’s Sanctions On Taiwan Allies Project Its Power, But With Limited Effect – Analysis” scores 12 out of 100. The score uses 1 sources.