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TSMC Stock Falls After Blowout Earnings. Musk Talks Could Offset AI Chip Fears.

Published . Updated .

TSMC Stock Falls After Blowout Earnings. Musk Talks Could Offset AI Chip Fears. Barron's

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

TickerT-5T-3T-1T0T+1T+2T+3
TSM———————
NVDA———————
ASML———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————

TSMC Stock Falls After Blowout Earnings. Musk Talks Could Offset AI Chip Fears. Barron's

Source: Barron's

Taiwan Strait

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How solid the semiconductors case looks

12 out of 100

“TSMC Stock Falls After Blowout Earnings. Musk Talks Could Offset AI Chip Fears.” scores 12 out of 100. The score uses 1 sources.