TSMC Weighs Rare-Earth-Free Motors Amid China's Export Controls, Moves to Diversify Supply Chain [Taiwan Chip News]
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Taiwan’s TSMC, the world’s largest foundry, is considering adopting rare-earth-free motors to reduce supply chain risks arising from China’s export re
Directly affected
- TSM Taiwan Semiconductor Manufacturing-0.6% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-1.9% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-3.6% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story.
- KWEB KraneShares CSI China Internet ETF-4.6% 30d
KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “china” (Chinese tech) in this story.
- FXI iShares China Large-Cap ETF-4.7% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).
- 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+1.0% 18d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- NVDA Nvidia-3.8% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (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 | +4.53% | +8.29% | base | after close | after close | after close | after close |
| SMH | +3.57% | +8.65% | base | after close | after close | after close | after close |
| SOXXPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| IYTPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| KWEBPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| FXIPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| EWTPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| ASML | +1.58% | +6.31% | base | after close | after close | after close | after close |
| NVDA | +5.49% | +5.17% | base | after close | after close | after close | after close |
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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TSMC Weighs Rare-Earth-Free Motors Amid China's Export Controls, Moves to Diversify Supply Chain [Taiwan Chip News] 아시아경제
Source: 블루밍비트
Taiwan Strait
| Company | When | Move | Status |
|---|---|---|---|
| ASML | three days earlier | +6.31% | final price |
| ASML | five days earlier | +1.58% | final price |
| NVDA | three days earlier | +5.17% | final price |
| NVDA | five days earlier | +5.49% | final price |
| SMH | three days earlier | +8.65% | final price |
| SMH | five days earlier | +3.57% | final price |
| TSM | three days earlier | +8.29% | final price |
| TSM | five days earlier | +4.53% | final price |
Congressional trades 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 22 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 39 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 67 days before publication. Filed 14 Oct 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 85 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 29 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 30 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 38 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).
How busy Taiwan Strait has been lately
Geopolitics Alpha has 2 stories about Taiwan Strait from the past 7 days and 52 stories from the past 30. That is slower than its usual pace over the past month. “TSMC Weighs Rare-Earth-Free Motors Amid China's Export Controls, Moves to Diversify Supply Chain [Taiwan Chip News]” is tagged to Taiwan Strait.
Taiwan Strait
12 out of 100
“TSMC Weighs Rare-Earth-Free Motors Amid China's Export Controls, Moves to Diversify Supply Chain [Taiwan Chip News]” scores 12 out of 100. The score uses 1 sources.