AMD, Monolithic Power Systems, MACOM, Vishay Intertechnology, and Semtech shares plummet, what you need to know
Published . Updated .
This report does not map to a usual set of affected companies.
Directly affected
- AMD Advanced Micro Devices-1.6%
Named in this report.
- MPWR Monolithic Power Systems
Named in this report.
- VSH Vishay Intertechnology-12.2%
Named in this report.
- SMTC Semtech-14.9%
Named in this report.
Indirectly affected
- NVDA NVIDIA+0.6%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor-1.5%
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML-7.1%
Chipmaking-equipment sales follow export rules
- AVGO Broadcom-10.6%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials-12.6%
Chip-equipment makers feel export controls
- LRCX Lam Research-15.9%
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| AMD | +4.06% | +5.15% | base | +1.64% | after close | after close | after close |
| MPWR | +3.70% | +6.96% | base | -2.29% | after close | after close | after close |
| VSH | +2.52% | +5.66% | base | -1.22% | after close | after close | after close |
| SMTC | +9.37% | +8.95% | base | +5.40% | after close | after close | after close |
| NVDA | +0.87% | +1.95% | base | -0.35% | after close | after close | after close |
| TSM | +0.05% | +3.13% | base | +1.10% | after close | after close | after close |
| ASML | +5.10% | +4.41% | base | +0.67% | after close | after close | after close |
| AVGO | +1.67% | +3.45% | base | -0.12% | after close | after close | after close |
| AMAT | +8.95% | +7.85% | base | +0.64% | after close | after close | after close |
| LRCX | +14.76% | +14.53% | base | +0.11% | after close | after close | after close |
| SMH | +3.17% | +4.37% | base | +0.78% | after close | after close | after close |
| SOXX | +3.68% | +5.17% | base | +0.60% | after close | after close | after close |
| QQQ | +0.75% | +1.80% | base | -0.02% | after close | after close | after 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.
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AMD, Monolithic Power Systems, MACOM, Vishay Intertechnology, and Semtech shares plummet, what you need to know Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | that day | +0.64% | final price |
| AMAT | three days earlier | +7.85% | final price |
| AMAT | five days earlier | +8.95% | final price |
| AMD | that day | +1.64% | final price |
| AMD | three days earlier | +5.15% | final price |
| AMD | five days earlier | +4.06% | final price |
| ASML | that day | +0.67% | final price |
| ASML | three days earlier | +4.41% | final price |
| ASML | five days earlier | +5.10% | final price |
| AVGO | that day | -0.12% | final price |
| AVGO | three days earlier | +3.45% | final price |
| AVGO | five days earlier | +1.67% | final price |
| LRCX | that day | +0.11% | final price |
| LRCX | three days earlier | +14.53% | final price |
| LRCX | five days earlier | +14.76% | final price |
| MPWR | that day | -2.29% | final price |
| MPWR | three days earlier | +6.96% | final price |
| MPWR | five days earlier | +3.70% | final price |
| NVDA | that day | -0.35% | final price |
| NVDA | three days earlier | +1.95% | final price |
| NVDA | five days earlier | +0.87% | final price |
| QQQ | that day | -0.02% | final price |
| QQQ | three days earlier | +1.80% | final price |
| QQQ | five days earlier | +0.75% | final price |
| SMH | that day | +0.78% | final price |
| SMH | three days earlier | +4.37% | final price |
| SMH | five days earlier | +3.17% | final price |
| SMTC | that day | +5.40% | final price |
| SMTC | three days earlier | +8.95% | final price |
| SMTC | five days earlier | +9.37% | final price |
| SOXX | that day | +0.60% | final price |
| SOXX | three days earlier | +5.17% | final price |
| SOXX | five days earlier | +3.68% | final price |
| TSM | that day | +1.10% | final price |
| TSM | three days earlier | +3.13% | final price |
| TSM | five days earlier | +0.05% | final price |
| VSH | that day | -1.22% | final price |
| VSH | three days earlier | +5.66% | final price |
| VSH | five days earlier | +2.52% | final price |
Congressional trades in the stocks in this story
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Advanced Micro Devices (AMD), worth $1,001 - $15,000 on 18 Aug 2026. That is 66 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 81 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Gilbert Cisneros sold Semtech (SMTC), worth $1,001 - $15,000 on 29 Sep 2026. That is 24 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 22 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 30 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 14 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 31 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 59 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 77 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 28 days before publication. Filed 7 Oct 2026. View the filing.
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).
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12 out of 100
“AMD, Monolithic Power Systems, MACOM, Vishay Intertechnology, and Semtech shares plummet, what you need to know” scores 12 out of 100. The score uses 1 sources.