Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone
Published . Updated .
Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone South China Morning Post
Directly affected
- No company is named in this report.
Indirectly affected
- XLE Energy Select Sector SPDR
Energy prices move when sanctioned supply is blocked
- USO United States Oil Fund
This fund moves with oil prices
- XOM Exxon Mobil
Oil producers move when sanctioned barrels leave the market
- CVX Chevron
Oil producers move when sanctioned barrels leave the market
- SLB SLB
Oilfield work in sanctioned regions can be cut off
- GLD SPDR Gold Shares
Gold is a usual haven when a conflict or sanction escalates
- LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
- SPY SPDR S&P 500
The broad market moves when a major sanction lands
- 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
Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone South China Morning Post
Source: South China Morning Post
Alpha & Omega Semiconductor (AOSL) since this story, compared with the market
Since the first closing price after “Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone,” Alpha & Omega Semiconductor (AOSL) is -3.73%. The S&P 500 fund (SPY) is -0.40% over the same days, a -3.33% difference versus the market.
| Company | When | Move | Status |
|---|---|---|---|
| Alpha & Omega Semiconductor (AOSL) | that day | -2.71% | final price |
| Alpha & Omega Semiconductor (AOSL) | the next day | -11.79% | final price |
| Alpha & Omega Semiconductor (AOSL) | two days later | -12.24% | final price |
| Alpha & Omega Semiconductor (AOSL) | three days later | -18.35% | final price |
| Alpha & Omega Semiconductor (AOSL) | three days earlier | +6.84% | final price |
| Alpha & Omega Semiconductor (AOSL) | five days earlier | +12.44% | final price |
| CVX | that day | +1.30% | final price |
| CVX | the next day | +3.29% | final price |
| CVX | two days later | +2.02% | final price |
| CVX | three days later | +4.63% | final price |
| CVX | three days earlier | -1.61% | final price |
| CVX | five days earlier | -3.45% | final price |
| GCT Semiconductor Holding (GCTS) | that day | -1.55% | final price |
| GCT Semiconductor Holding (GCTS) | the next day | -8.29% | final price |
| GCT Semiconductor Holding (GCTS) | two days later | -8.81% | final price |
| GCT Semiconductor Holding (GCTS) | three days later | -17.62% | final price |
| GCT Semiconductor Holding (GCTS) | three days earlier | +8.81% | final price |
| GCT Semiconductor Holding (GCTS) | five days earlier | +9.84% | final price |
| GLD | that day | -0.14% | final price |
| GLD | the next day | -1.62% | final price |
| GLD | two days later | +0.13% | final price |
| GLD | three days later | -0.03% | final price |
| GLD | three days earlier | -0.93% | final price |
| GLD | five days earlier | +0.03% | final price |
| LMT | that day | -1.60% | final price |
| LMT | the next day | +1.95% | final price |
| LMT | two days later | +4.06% | final price |
| LMT | three days later | +7.83% | final price |
| LMT | three days earlier | -0.82% | final price |
| LMT | five days earlier | -0.43% | final price |
Disclosure records for Alpha & Omega Semiconductor (AOSL) within two months of 13 Oct 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 15 days before publication, inside 30 days. The filing is listed beside the story “Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 20 days before publication, inside 30 days. The filing is listed beside the story “Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 21 days before publication, inside 30 days. The filing is listed beside the story “Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 49 days before publication, inside 60 days. The filing is listed beside the story “Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone.”
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 13 Oct 2026 story “Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone.” 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 “Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone,” 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
For “Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone,” 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 “Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone,” 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
For “Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone,” 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 13 Oct 2026 story “Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone.” 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)
“Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone” (13 Oct 2026) reaches Alpha & Omega Semiconductor (AOSL) through this 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
Dates in the story, and the Alpha & Omega Semiconductor (AOSL) price range
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)
46 out of 100
“Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.