Semiconductors, China & Taiwan: news and affected stocks
Most advanced chips are made in Taiwan, and China is both a large buyer and a strategic rival. This page tracks chip export controls, Taiwan Strait tension and the chipmakers exposed to them.
Key tickers
Latest semiconductors, china & taiwan news
- Chip stocks break a bear trap after a $3 trillion rout — here are the levels bulls need to hold
22 Oct 2026, 15:53 UTC
- Chip Stocks Fall as Supply Warning Deepens AI Selloff: Marvell and AMD Sink 8%, Intel Drops 7%
22 Oct 2026, 15:45 UTC
- Two big reasons Micron and other chip stocks are falling on Thursday
22 Oct 2026, 15:33 UTC
- China opposes US DeepSeek ban as it drafts its own export controls
22 Oct 2026, 14:27 UTC
- 3 South Korean Semiconductor Stocks For The Export And AI Hardware Recovery
22 Oct 2026, 14:12 UTC
- Chip stocks break a bear trap after a $2.6 trillion rout — here are the levels bulls need to hold
22 Oct 2026, 14:10 UTC
- Meta and chip stocks decline as AI trade comes under pressure: AlphaCheck
22 Oct 2026, 14:01 UTC
- Meta, Tesla, and chip stocks decline as AI trade comes under pressure: AlphaCheck
22 Oct 2026, 13:47 UTC
- Typhoon Champi Shuts Taiwan’s $5 Trillion Stock Market
22 Oct 2026, 13:28 UTC
- Chip Stocks Tumble, Crushing Investor Hopes for a Long-Term Rebound
22 Oct 2026, 13:11 UTC
- Chip stocks fall as equipment maker Lam Research cites 'supply chain constraints'
22 Oct 2026, 13:06 UTC
- Agency Information Collection Activities; Proposals, Submissions, and Approvals; CHIPS Expansion Clawback
22 Oct 2026, 12:45 UTC
- I Keep Buying Alphabet Expressly Because of Chips and Interest Rates
22 Oct 2026, 12:45 UTC
- 8-K - LATTICE SEMICONDUCTOR CORP (0000855658) (Filer)
22 Oct 2026, 11:30 UTC
- Spotify Stock Rallies After Earnings Because Not All AI Winners Are Chip Plays
22 Oct 2026, 11:01 UTC
- Watch AI Markets: Chip Stocks Face Peak-Earnings in 2027, Says NewEdge’s Dawson
22 Oct 2026, 10:48 UTC
- U.S. Futures Plunge as Chip Stocks Sink After Tech Earnings, Oil Rises
22 Oct 2026, 10:28 UTC
- Korea’s chip boom poised to lift consumer spending next year, central bank says
22 Oct 2026, 10:17 UTC
- Chip Stocks Face a Funding Test. What Could Trigger a Rebound?
22 Oct 2026, 10:06 UTC
- Nvidia Has 80% of Its Portfolio Invested in 2 Artificial Intelligence (AI) Stocks
22 Oct 2026, 09:06 UTC
- Market Quick Take - Chip stocks sold off after key earnings - 22 October 2026
22 Oct 2026, 09:00 UTC
- Zacks Earnings Trends Highlights: Meta, Tesla, Nvidia, Micron and Alphabet
22 Oct 2026, 08:02 UTC
- Nordic Semi Q3 core earnings more than double as revenue rises on chip demand
22 Oct 2026, 06:33 UTC
- Taiwan stocks lower at close of trade; Taiwan Weighted down 1.68%
22 Oct 2026, 06:04 UTC
- Japan's Nikkei slips as chip shares pressured by AI capex caution
22 Oct 2026, 05:12 UTC
- Asia stocks slide as AI jitters hit Korean chipmakers
22 Oct 2026, 04:01 UTC
- Nvidia becomes AI's central bank as cloud startups face mounting pressure
22 Oct 2026, 02:41 UTC
- Tesla shares reverse course as robotics, chipmaking caution overshadows upbeat Q3
22 Oct 2026, 02:18 UTC
- China to revise export controls on dredger pumps and cutterheads
22 Oct 2026, 00:59 UTC
- SpaceX, Anthropic and Nvidia Help Snap Tech Stocks Out of Their Recent Malaise
21 Oct 2026, 21:36 UTC
- NXP Semiconductors (NXPI) Laps the Stock Market: Here's Why
21 Oct 2026, 21:15 UTC
- Vertiv Stocks Jump 5.35% as Nvidia Design Targets Faster AI Output
21 Oct 2026, 20:38 UTC
- SpaceX, Tesla, Meta, Nvidia, Intel, Netflix, AT&T, and More Stocks That Explain Today’s Market
21 Oct 2026, 20:26 UTC
- SpaceX’s massive AI targets will test the limits of reality
21 Oct 2026, 20:15 UTC
- $4,000 in These 4 Non-Nvidia Chip Stocks Could Be Worth This Much by 2030
21 Oct 2026, 20:05 UTC
- Dow's 131-Point Rally Highlighted By Gains For NVIDIA Corp., IBM Stocks
21 Oct 2026, 19:10 UTC
- China revises drone export controls for dual-use items
21 Oct 2026, 19:07 UTC
- Nvidia Is AI’s Central Bank. Now Jensen Huang Must Step Up
21 Oct 2026, 18:01 UTC
- Buffett’s Berkshire just trounced chip stocks and flashed a rare dot-com-era signal
21 Oct 2026, 16:51 UTC
- Taiwan charges five men over plot to run over comedian for his Xi Jinping jokes
21 Oct 2026, 16:13 UTC
Congressional trades in these tickers
| Member | Ticker | Side | Amount | Traded | Filed | Source |
|---|---|---|---|---|---|---|
| Daniel Meuser (R) | NVDA | sell | $1,001 - $15,000 | 2026-08-31 | 2026-10-14 | Filing |
| Michael T. McCaul (R) | TSM | sell | $1,001 - $15,000 | 2026-08-25 | 2026-10-14 | Filing |
| Michael T. McCaul (R) | ASML | buy | $50,001 - $100,000 | 2026-08-07 | 2026-10-14 | Filing |
| Gilbert Cisneros (D) | TSM | buy | $1,001 - $15,000 | 2026-09-22 | 2026-10-12 | Filing |
| Donald J Trump | NVDA | buy | $250,001 - $500,000 | 2026-08-03 | 2026-10-08 | Filing |
| Donald J Trump | NVDA | buy | $15,001 - $50,000 | 2024-08-26 | 2026-10-08 | Filing |
| Donald J Trump | NVDA | buy | $1,001 - $15,000 | 2024-08-24 | 2026-10-08 | Filing |
| Donald J Trump | AMD | sell | $1,000,001 - $5,000,000 | 2024-08-21 | 2026-10-08 | Filing |
| Donald J Trump | INTC | sell | $100,001 - $250,000 | 2024-08-21 | 2026-10-08 | Filing |
| Donald J Trump | AMAT | sell | $250,001 - $500,000 | 2024-08-21 | 2026-10-08 | Filing |
| Donald J Trump | NVDA | sell | $500,001 - $1,000,000 | 2024-08-21 | 2026-10-08 | Filing |
| Donald J Trump | NVDA | buy | $500,001 - $1,000,000 | 2024-08-17 | 2026-10-08 | Filing |
| Donald J Trump | NVDA | buy | $1,001 - $15,000 | 2024-08-10 | 2026-10-08 | Filing |
| Rohit Khanna (D) | NVDA | buy | $1,001 - $15,000 | 2026-09-23 | 2026-10-07 | Filing |
| Josh Gottheimer (D) | AMAT | sell | $1,001 - $15,000 | 2026-09-15 | 2026-10-07 | Filing |
Frequently asked questions
Why does Taiwan matter for chip stocks?
TSMC in Taiwan makes most of the world's leading-edge chips. Any threat to shipping or production there affects chip designers and buyers worldwide.
What are chip export controls?
Rules that limit selling advanced chips or chipmaking tools to certain countries, mainly China. They can cut revenue for US and European suppliers.
Which tickers are tracked here?
Common ones include TSM, NVDA, INTC, AMD, ASML and AMAT, plus any company our notes link to a chip story.