Taiwan Semiconductor raising prices could mean less competition from Intel: Wedbush (TSM:NYSE)
Published . Updated .
This report is about semiconductors and Taiwan.
Directly affected
- TSM Taiwan Semiconductor Manufacturing+4.5% 30d
Named in this report.
- INTC Intel-7.2% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF+2.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF+1.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- EWT iShares MSCI Taiwan ETF+5.9% 30d
iShares MSCI Taiwan ETF holds stocks listed in Taiwan, which this story is about (“taiwan”).
- ASML ASML Holding N.V-8.0% 30d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- NVDA Nvidia+1.9% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- AVGO Broadcom+0.9% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- ASX ASE Technology Holding+2.0% 30d
ASE Technology Holding (semiconductors and related devices, with business in Taiwan): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (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 |
|---|---|---|---|---|---|---|---|
| TSM | -1.17% | -4.24% | base | +0.26% | after close | after close | after close |
| INTC | -0.90% | -7.24% | base | -0.45% | after close | after close | after close |
| SMH | -0.22% | -5.49% | base | +1.02% | after close | after close | after close |
| SOXX | -0.17% | -6.36% | base | +0.63% | after close | after close | after close |
| EWTNo price data for this ticker | — | — | — | — | — | — | — |
| ASML | +2.55% | -3.89% | base | +0.94% | after close | after close | after close |
| NVDA | +1.85% | -3.14% | base | +0.06% | after close | after close | after close |
| AVGO | -1.34% | -6.05% | base | +1.00% | after close | after close | after close |
| ASXNo price data for this ticker | — | — | — | — | — | — | — |
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.
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Taiwan Semiconductor raising prices could mean less competition from Intel: Wedbush (TSM:NYSE) Seeking Alpha
Source: Seeking Alpha
Vaneck Etf Trust (SMH) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | that day | +0.94% | still updating |
| Asml Holding (ASML) | three days earlier | -3.89% | final price |
| Asml Holding (ASML) | five days earlier | +2.55% | final price |
| Broadcom (AVGO) | that day | +1.00% | still updating |
| Broadcom (AVGO) | three days earlier | -6.05% | final price |
| Broadcom (AVGO) | five days earlier | -1.34% | final price |
| INTC | that day | -0.45% | still updating |
| INTC | three days earlier | -7.24% | final price |
| INTC | five days earlier | -0.90% | final price |
| Nvidia (NVDA) | that day | +0.06% | still updating |
| Nvidia (NVDA) | three days earlier | -3.14% | final price |
| Nvidia (NVDA) | five days earlier | +1.85% | final price |
| Vaneck Etf Trust (SMH) | that day | +1.02% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | -5.49% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | -0.22% | final price |
| Ishares Tr (SOXX) | that day | +0.63% | still updating |
| Ishares Tr (SOXX) | three days earlier | -6.36% | final price |
| Ishares Tr (SOXX) | five days earlier | -0.17% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | that day | +0.26% | still updating |
| Taiwan Semiconductor Manufacturing (TSM) | three days earlier | -4.24% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | five days earlier | -1.17% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 19 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 36 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 64 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 54 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Intel (INTC), worth $100,001 - $250,000 on 21 Aug 2026. That is 68 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 86 days before publication. Filed 4 Sep 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 82 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 27 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 35 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 54 days before publication. Filed 7 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 33 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 35 days before publication. Filed 7 Oct 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 collects and who pays in semiconductors
Companies carried with this story
- SMH Vaneck Etf Trust
In “Taiwan Semiconductor raising prices could mean less competition from Intel: Wedbush (TSM:NYSE),” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
- SOXX Ishares Tr
In “Taiwan Semiconductor raising prices could mean less competition from Intel: Wedbush (TSM:NYSE),” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
- EWT Ishares
In “Taiwan Semiconductor raising prices could mean less competition from Intel: Wedbush (TSM:NYSE),” Ishares (EWT) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Taiwan ETF holds stocks listed in Taiwan, which this story is about (“taiwan”)
- TSM Taiwan Semiconductor Manufacturing
For “Taiwan Semiconductor raising prices could mean less competition from Intel: Wedbush (TSM:NYSE),” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices, with business in Taiwan): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
- ASML Asml Holding
For “Taiwan Semiconductor raising prices could mean less competition from Intel: Wedbush (TSM:NYSE),” 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 “semiconductor” (semiconductors) in this story
- NVDA Nvidia
Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Taiwan Semiconductor raising prices could mean less competition from Intel: Wedbush (TSM:NYSE).” Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
- AVGO Broadcom
For “Taiwan Semiconductor raising prices could mean less competition from Intel: Wedbush (TSM:NYSE),” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
How semiconductors news reaches Vaneck Etf Trust (SMH)
On 28 Oct 2026, “Taiwan Semiconductor raising prices could mean less competition from Intel: Wedbush (TSM:NYSE)” is the story that connects Vaneck Etf Trust (SMH) to Semiconductors.
What ties Vaneck Etf Trust (SMH) to the headline is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
What this semiconductors story puts on the calendar
EWT traded between 107.42 and 118.47 across 20 sessions. The latest close on file is 113.48. SMH traded between 520.59 and 639.33 across 20 sessions. The latest close on file is 557.77. SOXX traded between 472.27 and 596.41 across 20 sessions. The latest close on file is 511.09.
How strong the case is around Vaneck Etf Trust (SMH)
46 out of 100Price not final
“Taiwan Semiconductor raising prices could mean less competition from Intel: Wedbush (TSM:NYSE)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies. The price is not final yet.