Nvidia Blackwell Export Controls: 6 Chinese Models Tied
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Ex-OpenAI engineer Will DePue says six Chinese AI models trace to Nvidia Blackwell. Location, owner and access route remain unproven.
Directly affected
- NVDA Nvidia-27.4% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-15.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-19.1% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story.
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- KWEB KraneShares CSI China Internet ETF-6.3% 30d
KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “chinese” (Chinese tech) in this story.
- FXI iShares China Large-Cap ETF-2.8% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“chinese”).
- ASML ASML Holding N.V-13.3% 10d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-10.6% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.
- AVGO Broadcom+2.6% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +9.70% | +6.76% | base | after close | after close | after close | after close |
| SMH | +0.14% | +4.23% | base | after close | after close | after close | after close |
| SOXX | -1.72% | +4.04% | base | after close | after close | after close | after close |
| QQQ | -0.18% | +1.53% | base | after close | after close | after close | after close |
| KWEB | +5.97% | +3.23% | base | after close | after close | after close | after close |
| FXI | +3.46% | +1.27% | base | after close | after close | after close | after close |
| ASML | +1.17% | +2.59% | base | after close | after close | after close | after close |
| TSM | -2.48% | +3.67% | base | after close | after close | after close | after close |
| AVGO | -7.84% | -0.34% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Nvidia Blackwell Export Controls: 6 Chinese Models Tied shattered.io
Source: shattered.io
Price since this story was published: Vaneck Etf Trust (SMH)
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | three days earlier | +2.59% | final price |
| Asml Holding (ASML) | five days earlier | +1.17% | final price |
| AVGO | three days earlier | -0.34% | final price |
| AVGO | five days earlier | -7.84% | final price |
| Ishares China Large-Cap Etf (FXI) | three days earlier | +1.27% | final price |
| Ishares China Large-Cap Etf (FXI) | five days earlier | +3.46% | final price |
| Kraneshares Csi China Internet Etf (KWEB) | three days earlier | +3.23% | final price |
| Kraneshares Csi China Internet Etf (KWEB) | five days earlier | +5.97% | final price |
| Nvidia (NVDA) | three days earlier | +6.76% | final price |
| Nvidia (NVDA) | five days earlier | +9.70% | final price |
| QQQ | three days earlier | +1.53% | final price |
| QQQ | five days earlier | -0.18% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +4.23% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +0.14% | final price |
| Ishares Tr (SOXX) | three days earlier | +4.04% | final price |
| Ishares Tr (SOXX) | five days earlier | -1.72% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | three days earlier | +3.67% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | five days earlier | -2.48% | final price |
Congressional trades in the stocks in this story
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 22 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Gilbert Cisneros sold Nvidia (NVDA), worth $1,001 - $15,000 on 20 Oct 2026. That is 25 days before publication. Filed 10 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 38 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 22 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 36 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 53 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 81 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 13 Oct 2026. That is 32 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 50 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 51 days before publication. Filed 1 Nov 2026. View the filing.
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 Vaneck Etf Trust (SMH)
Companies tied to this story
- SMH Vaneck Etf Trust
Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 14 Nov 2026 story “Nvidia Blackwell Export Controls: 6 Chinese Models Tied.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story
- SOXX Ishares Tr
For “Nvidia Blackwell Export Controls: 6 Chinese Models Tied,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story
- KWEB Kraneshares Csi China Internet Etf
In “Nvidia Blackwell Export Controls: 6 Chinese Models Tied,” Kraneshares Csi China Internet Etf (KWEB) is linked, with no stored direction, medium confidence. Reason on file: KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “chinese” (Chinese tech) in this story
- XRT Spdr Series Trust
In “Nvidia Blackwell Export Controls: 6 Chinese Models Tied,” Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Retail ETF: it holds retailers. Linked by “chinese” (retail and consumer goods) in this story
- FXI Ishares China Large-Cap Etf
In “Nvidia Blackwell Export Controls: 6 Chinese Models Tied,” Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence. Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“chinese”)
- NVDA Nvidia
Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 14 Nov 2026 story “Nvidia Blackwell Export Controls: 6 Chinese Models Tied.” Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story
- ASML Asml Holding
For “Nvidia Blackwell Export Controls: 6 Chinese Models Tied,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story
- TSM Taiwan Semiconductor Manufacturing
For “Nvidia Blackwell Export Controls: 6 Chinese Models Tied,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story
How “Nvidia Blackwell Export Controls: 6 Chinese Models Tied” reaches Vaneck Etf Trust (SMH)
Vaneck Etf Trust (SMH) is the company in “Nvidia Blackwell Export Controls: 6 Chinese Models Tied,” the 14 Nov 2026 this story story.
What ties Vaneck Etf Trust (SMH) to the headline is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story
Also listed, Ishares Tr (SOXX): iShares Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story
Price levels for Vaneck Etf Trust (SMH)
KWEB traded between 22.90 and 25.02 across 19 sessions. The latest close on file is 23.13. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73.
How solid “Nvidia Blackwell Export Controls: 6 Chinese Models Tied” looks
46 out of 100
“Nvidia Blackwell Export Controls: 6 Chinese Models Tied” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.