Geopolitics Alpha

Foreign-Trade Zone (FTZ) 183; Authorization of Production Activity; Ultra Clean Technology Systems and Service, Inc.; (Inputs Primarily for Semiconductor Industry); Manor, Texas

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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

  • 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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA———————
TSM———————
ASML———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————

How far Alpha & Omega Semiconductor (AOSL) has moved since 8 Oct 2026

Since the first closing price after “Foreign-Trade Zone (FTZ) 183; Authorization of Production Activity; Ultra Clean Technology Systems and Service, Inc.; (Inputs Primarily for Semiconductor Industry); Manor, Texas,” Alpha & Omega Semiconductor (AOSL) is -18.92%. The S&P 500 fund (SPY) is -1.53% over the same days, a -17.39% difference versus the market.

AOSL
SPY

Disclosure records for Alpha & Omega Semiconductor (AOSL) within two months of 8 Oct 2026

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 carried with this story

  • AOSL Alpha & Omega Semiconductor

    In “Foreign-Trade Zone (FTZ) 183; Authorization of Production Activity; Ultra Clean Technology Systems and Service, Inc.; (Inputs Primarily for Semiconductor Industry); Manor, Texas,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. 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

    For “Foreign-Trade Zone (FTZ) 183; Authorization of Production Activity; Ultra Clean Technology Systems and Service, Inc.; (Inputs Primarily for Semiconductor Industry); Manor, Texas,” 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 8 Oct 2026 story “Foreign-Trade Zone (FTZ) 183; Authorization of Production Activity; Ultra Clean Technology Systems and Service, Inc.; (Inputs Primarily for Semiconductor Industry); Manor, Texas.” 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 8 Oct 2026 story “Foreign-Trade Zone (FTZ) 183; Authorization of Production Activity; Ultra Clean Technology Systems and Service, Inc.; (Inputs Primarily for Semiconductor Industry); Manor, Texas.” 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 “Foreign-Trade Zone (FTZ) 183; Authorization of Production Activity; Ultra Clean Technology Systems and Service, Inc.; (Inputs Primarily for Semiconductor Industry); Manor, Texas,” 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 8 Oct 2026 story “Foreign-Trade Zone (FTZ) 183; Authorization of Production Activity; Ultra Clean Technology Systems and Service, Inc.; (Inputs Primarily for Semiconductor Industry); Manor, Texas.” 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)

“Foreign-Trade Zone (FTZ) 183; Authorization of Production Activity; Ultra Clean Technology Systems and Service, Inc.; (Inputs Primarily for Semiconductor Industry); Manor, Texas” (8 Oct 2026) reaches Alpha & Omega Semiconductor (AOSL) through this story.

What ties Alpha & Omega Semiconductor (AOSL) to the headline is this: 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.

How strong the case is around Alpha & Omega Semiconductor (AOSL)

54 out of 100

“Foreign-Trade Zone (FTZ) 183; Authorization of Production Activity; Ultra Clean Technology Systems and Service, Inc.; (Inputs Primarily for Semiconductor Industry); Manor, Texas” scores 54 out of 100. The score uses 2 sources, and 6 linked companies.