Intelligence Feed event · Policy · 2026-07-18

    U.S. expands export controls on semiconductor equipment and advanced AI-chip manufacturing tools bound for China

    Question

    U.S. expands export controls on semiconductor equipment and advanced AI-chip manufacturing tools bound for China

    Direct answer

    Pressure on 688981.SH, 688012.SH, TSM, and SOXX; supportive for DXY on risk-off.

    Original publisher
    Market Ontology
    Evidence through
    2026-07-18
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “U.S. expands export controls on semiconductor equipment and advanced AI-chip manufacturing tools bound for China”, revision 1, evidence through 2026-07-18. https://marketontology.com/market-events/2026-07-18/u-s-expands-export-controls-on-semiconductor-equipment-and-advanced-ai-chip-manu-a69aa2

    POLICY
    U.S. expands export controls on semiconductor equipment and advanced AI-chip manufacturing tools bound for China
    Pressure on 688981.SH, 688012.SH, TSM, and SOXX; supportive for DXY on risk-off.
    688981.SH688012.SHTSMSOXXDXY
    Impact
    75
    JUL 18
    SIG
    688981.SH688012.SHTSM
    U.S. expands export controls on semiconductor equipment and advanced AI-chip manufacturing tools bound for China
    Pressure on 688981.SH, 688012.SH, TSM, and SOXX; supportive for DXY on risk-off.
    Impact
    Pressure on 688981.SH, 688012.SH, TSM, and SOXX; supportive for DXY on risk-off.
    Affected
    688981.SH688012.SHTSMSOXXDXY
    Source facts

    What happened next

    AssetCallBase close+1 day+5 days+20 days
    TSMDowndisagreed398.37 2026-07-17+0.99%+1.27%+7.02%
    SOXXDowndisagreed521.81 2026-07-17+0.45%+1.00%+5.48%

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    Sources

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