Geopolitics Alpha

Taiwan's President Lauds Country's Hardware Resilience Amid Tariffs, Supply Chain Shifts

Published . Updated .

Taiwan's President Lauds Country's Hardware Resilience Amid Tariffs, Supply Chain Shifts Manufacturing.net

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

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA———————
TSM———————
ASML———————
AVGO———————
LMT———————
RTX———————
AAPL———————
NKE———————
AMD———————
AMAT———————

Taiwan's President Lauds Country's Hardware Resilience Amid Tariffs, Supply Chain Shifts Manufacturing.net

Source: Manufacturing.net

How solid the defense case looks

12 out of 100

“Taiwan's President Lauds Country's Hardware Resilience Amid Tariffs, Supply Chain Shifts” scores 12 out of 100. The score uses 1 sources.