Geopolitics Alpha

8-K - ON SEMICONDUCTOR CORP (0001097864) (Filer)

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GEOPOLITICS ALPHA8-K - ON SEMICONDUCTOR CORP(0001097864) (Filer)ONGEOPOLITICS ALPHA

8-K - ON SEMICONDUCTOR filed an 8-K with the SEC on Nov 2 (a notice of a material company event).

Directly affected

  • ON On Semiconductor-0.0% 30d

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-12.3% 30d

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

  • SOXX iShares Semiconductor ETF-15.7% 30d

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

  • TSM Taiwan Semiconductor Manufacturing-8.8% 30d

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

  • AVGO Broadcom-10.1% 30d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ON+12.17%+7.23%baseafter closeafter closeafter closeafter close
SMH+9.78%+10.54%baseafter closeafter closeafter closeafter close
SOXX+12.64%+13.25%baseafter closeafter closeafter closeafter close
TSM+9.59%+8.27%baseafter closeafter closeafter closeafter close
AVGO+6.21%+7.02%baseafter closeafter closeafter closeafter close
ASML+7.56%+10.20%baseafter closeafter closeafter closeafter close
NVDA+7.75%+5.68%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

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Filed: 2026-11-02 AccNo: 0001193125-26-443681 Size: 924 KB Item 1.01: Entry into a Material Definitive Agreement Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

The price since 2 Nov 2026: On Semiconductor (ON) versus the S&P 500

CompanyWhenMoveStatus
Asml Holding (ASML)three days earlier+10.20%final price
Asml Holding (ASML)five days earlier+7.56%final price
Broadcom (AVGO)three days earlier+7.02%final price
Broadcom (AVGO)five days earlier+6.21%final price
Nvidia (NVDA)three days earlier+5.68%final price
Nvidia (NVDA)five days earlier+7.75%final price
On Semiconductor (ON)three days earlier+7.23%final price
On Semiconductor (ON)five days earlier+12.17%final price
Vaneck Etf Trust (SMH)three days earlier+10.54%final price
Vaneck Etf Trust (SMH)five days earlier+9.78%final price
Ishares Tr (SOXX)three days earlier+13.25%final price
Ishares Tr (SOXX)five days earlier+12.64%final price
Taiwan Semiconductor Manufacturing (TSM)three days earlier+8.27%final price
Taiwan Semiconductor Manufacturing (TSM)five days earlier+9.59%final price

Congressional trades 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).

Who is named in “8-K - ON SEMICONDUCTOR CORP (0001097864) (Filer)”

Companies tied to this story

  • ON On Semiconductor

    For “8-K - ON SEMICONDUCTOR CORP (0001097864) (Filer),” On Semiconductor (ON) is linked, with no stored direction, high confidence. Reason on file: SEC 8-K filing -> direct issuer disclosure -> ON

  • SMH Vaneck Etf Trust

    For “8-K - ON SEMICONDUCTOR CORP (0001097864) (Filer),” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story

  • SOXX Ishares Tr

    In “8-K - ON SEMICONDUCTOR CORP (0001097864) (Filer),” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story

  • TSM Taiwan Semiconductor Manufacturing

    Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - ON SEMICONDUCTOR CORP (0001097864) (Filer).” Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story

  • AVGO Broadcom

    Broadcom (AVGO) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - ON SEMICONDUCTOR CORP (0001097864) (Filer).” Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story

  • ASML Asml Holding

    In “8-K - ON SEMICONDUCTOR CORP (0001097864) (Filer),” 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 “semiconductor” (semiconductors) in this story

  • NVDA Nvidia

    Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - ON SEMICONDUCTOR CORP (0001097864) (Filer).” Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story

This story

On Semiconductor (ON) is the company in “8-K - ON SEMICONDUCTOR CORP (0001097864) (Filer),” the 2 Nov 2026 this story story.

The link for On Semiconductor (ON) is this: SEC 8-K filing -> direct issuer disclosure -> ON

A second company, Vaneck Etf Trust (SMH), is listed for a different reason: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story

Dates in the story, and the On Semiconductor (ON) price range

ON traded between 69.65 and 86.91 across 20 sessions. The latest close on file is 71.69. 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.

How solid “8-K - ON SEMICONDUCTOR CORP (0001097864) (Filer)” looks

46 out of 100

“8-K - ON SEMICONDUCTOR CORP (0001097864) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.