Geopolitics Alpha

TSMC Stocks Slip as Thursday's Earnings Put AI Margins Under Scrutiny

Published . Updated .

TSMC Stocks Slip as Thursday's Earnings Put AI Margins Under Scrutiny Yahoo Finance

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

  • SUPX SUPERX AI TECHNOLOGY LTD

    GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TSM———————
NVDA———————
ASML+5.15%+3.71%—-3.92%-3.39%-4.39%-4.06%
AVGO+5.34%+1.17%—-3.09%-3.66%-8.03%-6.36%
AMD+6.68%+0.39%—-5.70%-7.15%-12.67%-11.17%
AMAT+12.22%+9.26%—-3.74%-7.31%-11.80%-11.00%
LRCX+9.27%+5.77%—-4.87%-7.95%-12.44%-9.77%
SMH———————
SOXX———————
QQQ———————
SUPX———————

TSMC Stocks Slip as Thursday's Earnings Put AI Margins Under Scrutiny Yahoo Finance

Source: Yahoo Finance

3 earlier Taiwan Strait stories for SuperX AI Technology (SUPX)

Across 3 earlier stories, SuperX AI Technology (SUPX) the next day averaged +1.15%. The largest gain was +1.15% and the largest drop was +1.15%, from 3 prices.

CompanyWhenAverageLargest gainLargest dropPrices
SuperX AI Technology (SUPX)the next day+1.15%+1.15%+1.15%3
SuperX AI Technology (SUPX)three days later-3.72%-3.72%-3.72%3
DataMeds AI (MEDS)the next day-5.94%-5.94%-5.94%1
DataMeds AI (MEDS)three days later-12.71%-12.71%-12.71%1
American Battery Technology (ABAT)the next day-11.11%-11.11%-11.11%3
American Battery Technology (ABAT)three days later-17.14%-17.14%-17.14%3
Aecom (ACM)the next day-0.55%-0.55%-0.55%3
Aecom (ACM)three days later-2.34%-2.34%-2.34%3

How far SuperX AI Technology (SUPX) has moved since 13 Oct 2026

Since the first closing price after “TSMC Stocks Slip as Thursday's Earnings Put AI Margins Under Scrutiny,” SuperX AI Technology (SUPX) is -5.01%. The S&P 500 fund (SPY) is -0.40% over the same days, a -4.62% difference versus the market.

CompanyWhenMoveStatus
AMATthat day-3.74%final price
AMATthe next day-7.31%final price
AMATtwo days later-11.80%final price
AMATthree days later-11.00%final price
AMATthree days earlier+9.26%final price
AMATfive days earlier+12.22%final price
AMDthat day-5.70%final price
AMDthe next day-7.15%final price
AMDtwo days later-12.67%final price
AMDthree days later-11.17%final price
AMDthree days earlier+0.39%final price
AMDfive days earlier+6.68%final price
ASMLthat day-3.92%final price
ASMLthe next day-3.39%final price
ASMLtwo days later-4.39%final price
ASMLthree days later-4.06%final price
ASMLthree days earlier+3.71%final price
ASMLfive days earlier+5.15%final price
AVGOthat day-3.09%final price
AVGOthe next day-3.66%final price
AVGOtwo days later-8.03%final price
AVGOthree days later-6.36%final price
AVGOthree days earlier+1.17%final price
AVGOfive days earlier+5.34%final price
LRCXthat day-4.87%final price
LRCXthe next day-7.95%final price
LRCXtwo days later-12.44%final price
LRCXthree days later-9.77%final price
LRCXthree days earlier+5.77%final price
LRCXfive days earlier+9.27%final price
SUPX
SPY

Official trades in SuperX AI Technology (SUPX) around 13 Oct 2026

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).

Taiwan Strait, seven days against thirty

Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “TSMC Stocks Slip as Thursday's Earnings Put AI Margins Under Scrutiny.” The recent pace is rising.

Who gains and who pays if Taiwan Strait stays in the story

Companies tied to this story

  • SUPX SuperX AI Technology

    SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “TSMC Stocks Slip as Thursday's Earnings Put AI Margins Under Scrutiny.” Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • MEDS DataMeds AI

    DataMeds AI (MEDS) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “TSMC Stocks Slip as Thursday's Earnings Put AI Margins Under Scrutiny.” Reason on file: GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stocks, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ABAT American Battery Technology

    For “TSMC Stocks Slip as Thursday's Earnings Put AI Margins Under Scrutiny,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ACM Aecom

    In “TSMC Stocks Slip as Thursday's Earnings Put AI Margins Under Scrutiny,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AI C3.ai

    C3.ai (AI) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “TSMC Stocks Slip as Thursday's Earnings Put AI Margins Under Scrutiny.” Reason on file: GA selected AI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AMKR Amkor Technology

    Amkor Technology (AMKR) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “TSMC Stocks Slip as Thursday's Earnings Put AI Margins Under Scrutiny.” Reason on file: GA selected AMKR as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How a Taiwan Strait shock reaches SuperX AI Technology (SUPX)

“TSMC Stocks Slip as Thursday's Earnings Put AI Margins Under Scrutiny” (13 Oct 2026) reaches SuperX AI Technology (SUPX) through Taiwan Strait.

For SuperX AI Technology (SUPX), the reason on file says GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

DataMeds AI (MEDS) is here too. Its reason reads: GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stocks, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for SuperX AI Technology (SUPX)

ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. MEDS traded between 2.57 and 5.17 across 20 sessions. The latest close on file is 2.65. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.

A simple score for SuperX AI Technology (SUPX)

46 out of 100

“TSMC Stocks Slip as Thursday's Earnings Put AI Margins Under Scrutiny” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.