Accelerating Federal Permitting of Data Center Infrastructure

Executive orderRegulation easedSigned 25/07/23Federal Register 25/07/28Executive Order 14318Open the original

Summary

President Trump orders faster federal permitting for AI data centers requiring more than 100 megawatts and for their covered components, including transmission lines, gas pipelines, power equipment and semiconductors, and makes federal land available for data centers.

By industry

Semiconductors & CHIPS Act1 trading day−0.4%p15 stocks5 trading days+2.0%p15 stocks20 trading days−3.0%p15 stocks
“semiconductors and semiconductor materials, such as wafers, dies, and packaged integrated circuits”
Energy & LNG1 trading day−2.1%p15 stocks5 trading days−0.9%p15 stocks20 trading days−11.5%p15 stocks
“transmission lines, natural gas pipelines or laterals, substations”

Day by day after the announcement

Semiconductors & CHIPS Act stocks and the S&P 500 after the announcement, cumulative %
Day	Semiconductors & CHIPS Act stocks	S&P 500
25/07/22	0.0%	0.0%
25/07/23	+0.6%	+0.9%
25/07/24	−0.6%	+0.9%
25/07/25	−0.4%	+1.3%
25/07/28	+1.6%	+1.3%
25/07/29	+3.0%	+1.0%
25/07/30	+2.4%	+1.3%
25/07/31	−1.3%	+0.5%
25/08/01	−2.5%	−1.1%
25/08/04	−1.9%	+0.5%
25/08/05	−3.5%	−0.2%
25/08/06	−2.8%	+0.6%
25/08/07	−2.0%	+0.6%
25/08/08	−1.0%	+1.5%
25/08/11	−0.9%	+1.1%
25/08/12	+2.5%	+2.2%
25/08/13	+2.4%	+2.5%
25/08/14	+1.3%	+2.6%
25/08/15	−0.3%	+2.2%
25/08/18	−0.3%	+2.3%
25/08/19	−1.3%	+1.8%

Korean stocks in these industries

Samsung Electronics 005930
SK hynix 000660
SKC 011790
Korea Gas Corporation 036460
POSCO International 047050
SK Innovation 096770
Samsung Heavy Industries 010140

Trades in these industries around the announcement

Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.

John T. Kim10% Owner
BuyAmkor Technology
Buy
Amkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
David D. KimOther
BuyAmkor Technology
Buy
Amkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
Sujoda InvestmentsOther
BuyAmkor Technology
Buy
Amkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
Sujoda ManagementOther
BuyAmkor Technology
Buy
Amkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
Susan Y. KimDirector
BuyAmkor Technology
Buy
Amkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$9.7M
53,466 sh
$9.7M
Filed 25/08/18
Traded 25/08/14
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$9.3M
53,807 sh
$9.3M
Filed 25/07/18
Traded 25/07/17
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$9M
51,901 sh
$9M
Filed 25/07/23
Traded 25/07/21
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$8.5M
46,436 sh
$8.5M
Filed 25/08/13
Traded 25/08/11
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$8.2M
45,688 sh
$8.2M
Filed 25/08/18
Traded 25/08/15
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$8.1M
46,701 sh
$8.1M
Filed 25/07/28
Traded 25/07/25
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$8M
49,324 sh
$8M
Filed 25/07/10
Traded 25/07/09
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$7.7M
49,070 sh
$7.7M
Filed 25/07/01
Traded 25/06/30
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$7.6M
44,727 sh
$7.6M
Filed 25/07/18
Traded 25/07/16
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$7.5M
40,901 sh
$7.5M
Filed 25/08/08
Traded 25/08/08
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$7.4M
46,971 sh
$7.4M
Filed 25/07/07
Traded 25/07/07
Kelcy L. WarrenDirector
BuyEnergy Transfer
Buy
Energy Transfer
ET
$23.4M
1,350,000 sh
$23.4M
Filed 25/08/21
Traded 25/08/20
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$7.3M
43,439 sh
$7.3M
Filed 25/07/23
Traded 25/07/22
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$7.3M
44,176 sh
$7.3M
Filed 25/07/15
Traded 25/07/14
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$7.2M
42,447 sh
$7.2M
Filed 25/07/15
Traded 25/07/15