Geopolitics Alpha

Tokyo Electron Increases Lobbying on Semiconductor Export Controls

Published . Updated .

Tokyo Electron Increases Lobbying on Semiconductor Export Controls

Tokyo Electron lobbies on the MATCH Act, export controls, tariffs and CHIPS for America. Read the chipmaker's Washington agenda and why it matters now.

Directly affected

  • ON On Semiconductor+7.4%

    Named in this report.

Indirectly affected

  • NVDA NVIDIA+5.2%

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

  • TSM Taiwan Semiconductor+3.2%

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML-0.3%

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom-6.4%

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

  • XLE Energy Select Sector SPDR+4.9%

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund+0.9%

    This fund moves with oil prices

  • AAPL Apple+5.3%

    Sales and supply chains are exposed to a new tariff

  • NKE Nike+1.2%

    Sales and supply chains are exposed to a new tariff

  • AMD AMD+9.7%

    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
ON———————
NVDA———————
TSM———————
ASML———————
AVGO———————
XLE———————
USO———————
AAPL———————
NKE———————
AMD———————
AMAT———————

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Tokyo Electron Increases Lobbying on Semiconductor Export Controls Legis1

Source: Legis1

Congressional trades in the stocks in this story

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).

This story

12 out of 100

“Tokyo Electron Increases Lobbying on Semiconductor Export Controls” scores 12 out of 100. The score uses 1 sources.