China's Solar Exports Keep Falling as Beijing Mulls Export Controls

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

• AAPL Apple

  Sales and supply chains are exposed to a new tariff

• NKE Nike

  Sales and supply chains are exposed to a new tariff

• XOM Exxon Mobil

  Oil producers earn more when crude prices rise

• CVX Chevron

  Oil producers earn more when crude prices rise

• AMD AMD

  Chip makers and their suppliers move when export rules or Taiwan risk changes

• AMAT Applied Materials

  Chip-equipment makers feel export controls

Price reaction, T-5 to T+3