Geopolitics Alpha

(2nd LD) S. Korea's monthly exports hit US$115.3 bln in Oct. on strong chip sales

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(2nd LD) S. Korea's monthly exports hit US$115.3 bln in Oct. on strong chip sales

(ATTN: UPDATES with details in paras 4, 12-14; CHANGES photo) SEOUL, Nov. 1 (Yonhap) -- ...

Directly affected

  • No company is named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-12.3% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF-15.7% 30d

    iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.

  • EWY iShares MSCI South Korea ETF-19.2% 30d

    iShares MSCI South Korea ETF holds stocks listed in South Korea, which this story is about (“korea”).

  • AVGO Broadcom-10.1% 30d

    Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.

  • 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-9.9% 30d

    Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.

  • AMD Advanced Micro Devices-18.0% 30d

    Advanced Micro Devices (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

TickerT-5T-3T-1T0T+1T+2T+3
SMH+3.57%+8.65%baseafter closeafter closeafter closeafter close
SOXX+4.40%+10.71%baseafter closeafter closeafter closeafter close
EWYNo price data for this ticker———————
AVGO+0.96%+7.89%baseafter closeafter closeafter closeafter close
ASML+1.58%+6.31%baseafter closeafter closeafter closeafter close
NVDA+5.49%+5.17%baseafter closeafter closeafter closeafter close
AMD+5.18%+14.50%baseafter closeafter closeafter closeafter 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.

Market Call

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(2nd LD) S. Korea's monthly exports hit US$115.3 bln in Oct. on strong chip sales Yonhap News Agency

Source: Yonhap News Agency

The price since 1 Nov 2026: Vaneck Etf Trust (SMH) versus the S&P 500

CompanyWhenMoveStatus
Advanced Micro Devices (AMD)three days earlier+14.50%final price
Advanced Micro Devices (AMD)five days earlier+5.18%final price
Asml Holding (ASML)three days earlier+6.31%final price
Asml Holding (ASML)five days earlier+1.58%final price
Broadcom (AVGO)three days earlier+7.89%final price
Broadcom (AVGO)five days earlier+0.96%final price
Nvidia (NVDA)three days earlier+5.17%final price
Nvidia (NVDA)five days earlier+5.49%final price
Vaneck Etf Trust (SMH)three days earlier+8.65%final price
Vaneck Etf Trust (SMH)five days earlier+3.57%final price
Ishares Tr (SOXX)three days earlier+10.71%final price
Ishares Tr (SOXX)five days earlier+4.40%final price

Trades by members of Congress and officials in the stocks in this story

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).

Companies in semiconductors around Vaneck Etf Trust (SMH)

Companies mentioned with this story

  • SMH Vaneck Etf Trust

    For “(2nd LD) S. Korea's monthly exports hit US$115.3 bln in Oct. on strong chip sales,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

  • SOXX Ishares Tr

    In “(2nd LD) S. Korea's monthly exports hit US$115.3 bln in Oct. on strong chip sales,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

  • EWY Ishares Msci South Korea Etf

    For “(2nd LD) S. Korea's monthly exports hit US$115.3 bln in Oct. on strong chip sales,” Ishares Msci South Korea Etf (EWY) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI South Korea ETF holds stocks listed in South Korea, which this story is about (“korea”)

  • AVGO Broadcom

    For “(2nd LD) S. Korea's monthly exports hit US$115.3 bln in Oct. on strong chip sales,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story

  • ASML Asml Holding

    For “(2nd LD) S. Korea's monthly exports hit US$115.3 bln in Oct. on strong chip sales,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: 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

    Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “(2nd LD) S. Korea's monthly exports hit US$115.3 bln in Oct. on strong chip sales.” Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story

  • AMD Advanced Micro Devices

    For “(2nd LD) S. Korea's monthly exports hit US$115.3 bln in Oct. on strong chip sales,” Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence. Reason on file: Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story

How semiconductors news reaches Vaneck Etf Trust (SMH)

The 1 Nov 2026 story “(2nd LD) S. Korea's monthly exports hit US$115.3 bln in Oct. on strong chip sales” names Vaneck Etf Trust (SMH) because of Semiconductors.

The link for Vaneck Etf Trust (SMH) is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

Price levels for Vaneck Etf Trust (SMH)

EWY traded between 148.30 and 192.47 across 20 sessions. The latest close on file is 152.92. SMH traded between 511.68 and 639.33 across 20 sessions. The latest close on file is 522.89. SOXX traded between 460.13 and 596.35 across 20 sessions. The latest close on file is 471.44.

The semiconductors score for Vaneck Etf Trust (SMH)

46 out of 100

“(2nd LD) S. Korea's monthly exports hit US$115.3 bln in Oct. on strong chip sales” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.