China’s sanctions on Taiwan allies project its power, but with limited effect
Published . Updated .
Beijing sent a message by sanctioning officials from Paraguay and Belize, but both remain loyal to Taipei.
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-4.3%
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
- AAPL Apple+4.8%
Sales and supply chains are exposed to a new tariff
- NKE Nike+3.3%
Sales and supply chains are exposed to a new tariff
- 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
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +0.87% | +1.95% | base | +0.16% | after close | after close | after close |
| TSM | +0.05% | +3.13% | base | +1.34% | after close | after close | after close |
| ASML | +5.10% | +4.41% | base | +0.47% | after close | after close | after close |
| AVGO | +1.67% | +3.45% | base | +0.02% | after close | after close | after close |
| XLE | +0.97% | +0.55% | base | +1.89% | after close | after close | after close |
| USO | -0.46% | -1.11% | base | +3.07% | after close | after close | after close |
| AAPL | -1.42% | -2.49% | base | -0.17% | after close | after close | after close |
| NKE | -3.09% | -1.10% | base | -2.44% | after close | after close | after close |
| AMD | +4.06% | +5.15% | base | +1.92% | after close | after close | after close |
| AMAT | +8.95% | +7.85% | base | +0.83% | 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.
Market Call
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China’s sanctions on Taiwan allies project its power, but with limited effect Radio Free Asia
Source: Radio Free Asia
This story
| Company | When | Move | Status |
|---|---|---|---|
| AAPL | that day | -0.17% | still updating |
| AAPL | three days earlier | -2.49% | final price |
| AAPL | five days earlier | -1.42% | final price |
| AMAT | that day | +0.83% | still updating |
| AMAT | three days earlier | +7.85% | final price |
| AMAT | five days earlier | +8.95% | final price |
| AMD | that day | +1.92% | still updating |
| AMD | three days earlier | +5.15% | final price |
| AMD | five days earlier | +4.06% | final price |
| ASML | that day | +0.47% | still updating |
| ASML | three days earlier | +4.41% | final price |
| ASML | five days earlier | +5.10% | final price |
| AVGO | that day | +0.02% | still updating |
| AVGO | three days earlier | +3.45% | final price |
| AVGO | five days earlier | +1.67% | final price |
| LRCX | three days earlier | +14.53% | final price |
| LRCX | five days earlier | +14.76% | final price |
| NKE | that day | -2.44% | still updating |
| NKE | three days earlier | -1.10% | final price |
| NKE | five days earlier | -3.09% | final price |
| NVDA | that day | +0.16% | still updating |
| NVDA | three days earlier | +1.95% | final price |
| NVDA | five days earlier | +0.87% | final price |
| SMH | three days earlier | +4.37% | final price |
| SMH | five days earlier | +3.17% | final price |
| TSM | that day | +1.34% | still updating |
| TSM | three days earlier | +3.13% | final price |
| TSM | five days earlier | +0.05% | final price |
| USO | that day | +3.07% | still updating |
| USO | three days earlier | -1.11% | final price |
| USO | five days earlier | -0.46% | final price |
| XLE | that day | +1.89% | still updating |
| XLE | three days earlier | +0.55% | final price |
| XLE | five days earlier | +0.97% | 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 30 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 49 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 53 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 31 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 59 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 72 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 77 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 28 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 30 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 37 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Pete Sessions sold Apple (AAPL) (held by a spouse), worth $100,001 - $250,000 on 22 Sep 2026. That is 31 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Cleo Fields bought Apple (AAPL), worth $1,001 - $15,000 on 8 Sep 2026. That is 45 days before publication. Filed 1 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 100Price not final
“China’s sanctions on Taiwan allies project its power, but with limited effect” scores 12 out of 100. The score uses 1 sources. The price is not final yet.