Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China.
Published . Updated .
The Trump White House’s guest list reads like a map of corporate America’s exposure to China — from Tesla’s Shanghai factory, to Nvidia’s blocked AI chips, to Citi’s long-awaited brokerage license.
Directly affected
Indirectly affected
- 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
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Alpha & Omega Semiconductor (AOSL) since this story, compared with the market
Since the first closing price after “Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China.,” Alpha & Omega Semiconductor (AOSL) is -20.06%. The S&P 500 fund (SPY) is -0.88% over the same days, a -19.18% difference versus the market.
Filings that name Alpha & Omega Semiconductor (AOSL) around 21 Sep 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 7 days after publication, inside 30 days. The filing is listed beside the story “Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China..”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 2 days after publication, inside 30 days. The filing is listed beside the story “Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China..”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 1 days after publication, inside 30 days. The filing is listed beside the story “Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China..”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 27 days before publication, inside 30 days. The filing is listed beside the story “Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China..”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 40 days before publication, inside 60 days. The filing is listed beside the story “Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China..”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 45 days before publication, inside 60 days. The filing is listed beside the story “Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China..”
- Rohit Khanna buy On Semiconductor (ON) ($1,001 - $15,000). That is 56 days before publication, inside 60 days. The filing is listed beside the story “Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China..”
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 Alpha & Omega Semiconductor (AOSL)
Companies tied to this story
- AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China..” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
In “Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China.,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China..” Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
On Semiconductor (ON) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China..” Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
In “Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China.,” Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China..” Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Alpha & Omega Semiconductor (AOSL)
Alpha & Omega Semiconductor (AOSL) is the company in “Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China.,” the 21 Sep 2026 this story story.
For Alpha & Omega Semiconductor (AOSL), the reason on file says GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
GCT Semiconductor Holding (GCTS) is here too. Its reason reads: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
The price range for Alpha & Omega Semiconductor (AOSL), and the dates in the story
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. NVTS traded between 8.29 and 13.19 across 20 sessions. The latest close on file is 8.63.
A simple score for Alpha & Omega Semiconductor (AOSL)
100 out of 100
“Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China.” scores 100 out of 100. The score uses 6 linked companies.