Taiwan Semiconductor Manufacturing Q3 Earnings Call Highlights

Directly affected

• TSM Taiwan Semiconductor Manufacturing

  Named in this report.

Indirectly affected

• NVDA NVIDIA

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

• ASML ASML

  Chipmaking-equipment sales follow export rules

• AVGO Broadcom

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

• 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

• SOXX iShares Semiconductor

  A fund of semiconductor companies

• QQQ Invesco QQQ

  Big tech moves with chip-supply risk

Price reaction, T-5 to T+3