Taiwan’s Alaska LNG Bet – Analysis
Published . Updated .
This report is about Semiconductors and Energy. Names like XOM and CVX typically gain because oil producers earn more when crude prices rise.
Directly affected
- No company is named in this report.
Indirectly affected
- NVDA NVIDIA+0.0%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor-0.0%
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML-7.1%
Chipmaking-equipment sales follow export rules
- AVGO Broadcom-6.7%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- XOM Exxon Mobil+11.0%
Oil producers earn more when crude prices rise
- CVX Chevron+9.9%
Oil producers earn more when crude prices rise
- AMD AMD+4.6%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials-12.6%
Chip-equipment makers feel export controls
- LRCX Lam Research-15.9%
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor-2.5%
A fund of semiconductor companies
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +5.53% | +5.14% | base | -1.47% | -0.11% | -0.42% | +2.10% |
| TSM | +7.33% | +5.35% | base | -2.33% | -0.51% | +0.68% | +2.23% |
| ASML | +7.35% | +3.51% | base | -1.03% | -0.70% | -1.69% | +1.12% |
| AVGO | +5.01% | +3.80% | base | -4.53% | -2.80% | -2.85% | -1.86% |
| XOM | -3.27% | -0.37% | base | +2.45% | +2.00% | +1.81% | +1.92% |
| CVX | -3.36% | -0.70% | base | +2.56% | +2.33% | +2.87% | +3.37% |
| AMD | +8.13% | +7.70% | base | -5.94% | -4.33% | -4.95% | -1.70% |
| AMAT | +17.87% | +7.88% | base | -4.85% | -3.99% | -5.81% | -4.97% |
| LRCX | +14.90% | +8.63% | base | -4.88% | -1.98% | -5.07% | -5.92% |
| SMH | +7.97% | +5.25% | base | -3.40% | -1.88% | -2.29% | -0.41% |
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.
Market Call
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Taiwan’s Alaska LNG Bet – Analysis Eurasia Review
Source: Eurasia Review
Energy
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | that day | -4.85% | final price |
| AMAT | the next day | -3.99% | final price |
| AMAT | two days later | -5.81% | final price |
| AMAT | three days later | -4.97% | final price |
| AMAT | three days earlier | +7.88% | final price |
| AMAT | five days earlier | +17.87% | final price |
| AMD | that day | -5.94% | final price |
| AMD | the next day | -4.33% | final price |
| AMD | two days later | -4.95% | final price |
| AMD | three days later | -1.70% | final price |
| AMD | three days earlier | +7.70% | final price |
| AMD | five days earlier | +8.13% | final price |
| ASML | that day | -1.03% | final price |
| ASML | the next day | -0.70% | final price |
| ASML | two days later | -1.69% | final price |
| ASML | three days later | +1.12% | final price |
| ASML | three days earlier | +3.51% | final price |
| ASML | five days earlier | +7.35% | final price |
| AVGO | that day | -4.53% | final price |
| AVGO | the next day | -2.80% | final price |
| AVGO | two days later | -2.85% | final price |
| AVGO | three days later | -1.86% | final price |
| AVGO | three days earlier | +3.80% | final price |
| AVGO | five days earlier | +5.01% | final price |
| CVX | that day | +2.56% | final price |
| CVX | the next day | +2.33% | final price |
| CVX | two days later | +2.87% | final price |
| CVX | three days later | +3.37% | final price |
| CVX | three days earlier | -0.70% | final price |
| CVX | five days earlier | -3.36% | final price |
| LRCX | that day | -4.88% | final price |
| LRCX | the next day | -1.98% | final price |
| LRCX | two days later | -5.07% | final price |
| LRCX | three days later | -5.92% | final price |
| LRCX | three days earlier | +8.63% | final price |
| LRCX | five days earlier | +14.90% | final price |
| NVDA | that day | -1.47% | final price |
| NVDA | the next day | -0.11% | final price |
| NVDA | two days later | -0.42% | final price |
| NVDA | three days later | +2.10% | final price |
| NVDA | three days earlier | +5.14% | final price |
| NVDA | five days earlier | +5.53% | final price |
| SMH | that day | -3.40% | final price |
| SMH | the next day | -1.88% | final price |
| SMH | two days later | -2.29% | final price |
| SMH | three days later | -0.41% | final price |
| SMH | three days earlier | +5.25% | final price |
| SMH | five days earlier | +7.97% | final price |
| TSM | that day | -2.33% | final price |
| TSM | the next day | -0.51% | final price |
| TSM | two days later | +0.68% | final price |
| TSM | three days later | +2.23% | final price |
| TSM | three days earlier | +5.35% | final price |
| TSM | five days earlier | +7.33% | final price |
| XOM | that day | +2.45% | final price |
| XOM | the next day | +2.00% | final price |
| XOM | two days later | +1.81% | final price |
| XOM | three days later | +1.92% | final price |
| XOM | three days earlier | -0.37% | final price |
| XOM | five days earlier | -3.27% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 15 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 23 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 7 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 24 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 52 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 70 days before publication. Filed 14 Oct 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 21 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 23 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 30 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 46 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 77 days before publication. Filed 22 Sep 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).
How solid “Taiwan’s Alaska LNG Bet – Analysis” looks
12 out of 100
“Taiwan’s Alaska LNG Bet – Analysis” scores 12 out of 100. The score uses 1 sources.