Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub
Published . Updated .
Taiwan Semiconductor Manufacturing Co., the Taiwanese contract chip maker that makes semiconductors for Nvidia among others, is reportedly eyeing a second site in the U.S.
Directly affected
Indirectly affected
- 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.
- GCTS GCT SEMICONDUCTOR HLDG INC
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.
Price reaction, T-5 to T+3
Taiwan Semiconductor Manufacturing Co., the Taiwanese contract chipmaker that makes semiconductors for Nvidia among others, is reportedly eyeing a second site in the U.S.
Source: MarketWatch
Price since this story was published: Vaneck Etf Trust (SMH)
Since the first closing price after “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub,” Vaneck Etf Trust (SMH) is -9.89%. The S&P 500 fund (SPY) is +0.56% over the same days, a -10.45% difference versus the market. technology stocks (XLK) is +2.70%, a -12.60% difference versus that group of stocks.
Filings that name Vaneck Etf Trust (SMH) around 29 Sep 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 1 days before publication, inside 30 days. The filing is listed beside the story “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 6 days before publication, inside 30 days. The filing is listed beside the story “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 7 days before publication, inside 30 days. The filing is listed beside the story “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 35 days before publication, inside 60 days. The filing is listed beside the story “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub.”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 48 days before publication, inside 60 days. The filing is listed beside the story “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub.”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 53 days before publication, inside 60 days. The filing is listed beside the story “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub.”
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).
Taiwan Strait on the map for this story
Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub.” The recent pace is rising.
Vaneck Etf Trust (SMH) on one side of this semiconductors story
Companies mentioned with this story
- SMH Vaneck Etf Trust
Vaneck Etf Trust (SMH) is linked, with no stored direction, high confidence in the 29 Sep 2026 story “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub.” Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
- SOXX Ishares Tr
In “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub,” Ishares Tr (SOXX) is linked, with no stored direction, high confidence. Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
- AOSL Alpha & Omega Semiconductor
For “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub,” 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
GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence in the 29 Sep 2026 story “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub.” 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
For “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub,” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. 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
For “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. 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 “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub,” 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 29 Sep 2026 story “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub.” 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
From Taiwan Strait to Vaneck Etf Trust (SMH)
On 29 Sep 2026, “Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub” is the story that connects Vaneck Etf Trust (SMH) to Taiwan Strait.
Vaneck Etf Trust (SMH) is on the page because Semiconductor supply, export-control, or production shocks can transmit across the chip complex
A second company, Ishares Tr (SOXX), is listed for a different reason: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
The price range for Vaneck Etf Trust (SMH), 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. SMH traded between 539.11 and 639.33 across 20 sessions. The latest close on file is 548.35. SOXX traded between 492.92 and 596.41 across 20 sessions. The latest close on file is 501.86.
A simple score for Vaneck Etf Trust (SMH)
46 out of 100
“Here’s where TSMC is reportedly eyeing a second U.S. site for a chip-making hub” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.