Geopolitics Alpha

Taiwan Plans to Tighten AI Chip Export Controls

Published . Updated .

Taiwan Plans to Tighten AI Chip Export Controls Intellectia AI

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

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • 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

Price reaction, T-5 to T+3

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

Taiwan Plans to Tighten AI Chip Export Controls Intellectia AI

Source: Intellectia AI

The Taiwan Strait count beside this story

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “Taiwan Plans to Tighten AI Chip Export Controls.” The recent pace is rising.

How solid “Taiwan Plans to Tighten AI Chip Export Controls” looks

12 out of 100

“Taiwan Plans to Tighten AI Chip Export Controls” scores 12 out of 100. The score uses 1 sources.