ASML Is About to Kick Off Tech Earnings. It’s a Big Deal for Chip Stocks.

Published 13 Oct 2026, 20:36 UTC. Updated 14 Oct 2026, 02:27 UTC.

ASML Is About to Kick Off Tech Earnings. It’s a Big Deal for Chip Stocks. Barron's

Directly affected

ASML Asml Holding
Named in this report.

Indirectly affected

NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
AMAT Applied Materials
Chip-equipment makers feel export controls
LRCX Lam Research
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
AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
ASML	+5.15%	+3.71%	—	-3.92%	-3.39%	-4.39%	-4.06%
NVDA	—	—	—	—	—	—	—
TSM	—	—	—	—	—	—	—
AVGO	+5.34%	+1.17%	—	-3.09%	-3.66%	-8.03%	-6.36%
AMD	+6.68%	+0.39%	—	-5.70%	-7.15%	-12.67%	-11.17%
AMAT	+12.22%	+9.26%	—	-3.74%	-7.31%	-11.80%	-11.00%
LRCX	+9.27%	+5.77%	—	-4.87%	-7.95%	-12.44%	-9.77%
SMH	—	—	—	—	—	—	—
SOXX	—	—	—	—	—	—	—
QQQ	—	—	—	—	—	—	—
AOSL	—	—	—	—	—	—	—

ASML Is About to Kick Off Tech Earnings. It’s a Big Deal for Chip Stocks. Barron's

Source: Barron's

Vaneck Etf Trust (SMH) since this story, compared with the market

Since the first closing price after “ASML Is About to Kick Off Tech Earnings. It’s a Big Deal for Chip Stocks.,” Vaneck Etf Trust (SMH) is -2.98%. The S&P 500 fund (SPY) is -0.40% over the same days, a -2.59% difference versus the market.

Company	When	Move	Status
AMAT	that day	-3.74%	final price
AMAT	the next day	-7.31%	final price
AMAT	two days later	-11.80%	final price
AMAT	three days later	-11.00%	final price
AMAT	three days earlier	+9.26%	final price
AMAT	five days earlier	+12.22%	final price
AMD	that day	-5.70%	final price
AMD	the next day	-7.15%	final price
AMD	two days later	-12.67%	final price
AMD	three days later	-11.17%	final price
AMD	three days earlier	+0.39%	final price
AMD	five days earlier	+6.68%	final price
ASML	that day	-3.92%	final price
ASML	the next day	-3.39%	final price
ASML	two days later	-4.39%	final price
ASML	three days later	-4.06%	final price
ASML	three days earlier	+3.71%	final price
ASML	five days earlier	+5.15%	final price
AVGO	that day	-3.09%	final price
AVGO	the next day	-3.66%	final price
AVGO	two days later	-8.03%	final price
AVGO	three days later	-6.36%	final price
AVGO	three days earlier	+1.17%	final price
AVGO	five days earlier	+5.34%	final price
LRCX	that day	-4.87%	final price
LRCX	the next day	-7.95%	final price
LRCX	two days later	-12.44%	final price
LRCX	three days later	-9.77%	final price
LRCX	three days earlier	+5.77%	final price
LRCX	five days earlier	+9.27%	final price

SMH

SPY

Disclosure records for Vaneck Etf Trust (SMH) within two months of 13 Oct 2026

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 gains and who loses around Vaneck Etf Trust (SMH)

Companies mentioned with this story

SMH Vaneck Etf Trust
For “ASML Is About to Kick Off Tech Earnings. It’s a Big Deal for Chip Stocks.,” Vaneck Etf Trust (SMH) is linked, with no stored direction, high confidence. Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
SOXX Ishares Tr
For “ASML Is About to Kick Off Tech Earnings. It’s a Big Deal for Chip Stocks.,” Ishares Tr (SOXX) is linked, with no stored direction, high confidence. Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
AOSL Alpha & Omega Semiconductor
In “ASML Is About to Kick Off Tech Earnings. It’s a Big Deal for Chip Stocks.,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
GCTS GCT Semiconductor Holding
For “ASML Is About to Kick Off Tech Earnings. It’s a Big Deal for Chip Stocks.,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
NVTS Navitas Semiconductor
For “ASML Is About to Kick Off Tech Earnings. It’s a Big Deal for Chip Stocks.,” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
ON On Semiconductor
In “ASML Is About to Kick Off Tech Earnings. It’s a Big Deal for Chip Stocks.,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
TSEM Tower Semiconductor
Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “ASML Is About to Kick Off Tech Earnings. It’s a Big Deal for Chip Stocks..” Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
TSM Taiwan Semiconductor Manufacturing
For “ASML Is About to Kick Off Tech Earnings. It’s a Big Deal for Chip Stocks.,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Vaneck Etf Trust (SMH) and the semiconductors link

“ASML Is About to Kick Off Tech Earnings. It’s a Big Deal for Chip Stocks.” (13 Oct 2026) reaches Vaneck Etf Trust (SMH) through Semiconductors.

The link for Vaneck Etf Trust (SMH) is this: Semiconductor supply, export-control, or production shocks can transmit across the chip complex

Ishares Tr (SOXX) is here too. Its reason reads: Semiconductor supply, export-control, or production shocks can transmit across the chip complex

The price range for Vaneck Etf Trust (SMH), and the dates in the story

AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. SMH traded between 539.11 and 639.33 across 20 sessions. The latest close on file is 548.35. SOXX traded between 492.92 and 596.41 across 20 sessions. The latest close on file is 501.86.

What the saved facts support for Vaneck Etf Trust (SMH)

46 out of 100

“ASML Is About to Kick Off Tech Earnings. It’s a Big Deal for Chip Stocks.” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.