Applied Materials, Lam Research, KLA Corporation, FormFactor, and Penguin Solutions shares plummet, what you need to know

Directly affected

• LRCX Lam Research-4.7%

  Named in this report.

• FORM Formfactor-24.9%

  Named in this report.

• PENG Penguin Solutions+25.4%

  Named in this report.

Indirectly affected

• NVDA NVIDIA+5.2%

  Chip makers and their suppliers move when export rules or Taiwan risk changes

• TSM Taiwan Semiconductor+3.2%

  The main advanced-chip manufacturer sits in Taiwan

• ASML ASML-4.3%

  Chipmaking-equipment sales follow export rules

• AVGO Broadcom-6.4%

  Chip makers and their suppliers move when export rules or Taiwan risk changes

• AMD AMD+9.7%

  Chip makers and their suppliers move when export rules or Taiwan risk changes

• AMAT Applied Materials-12.6%

  Chip-equipment makers feel export controls

• SMH VanEck Semiconductor-0.7%

  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

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.