China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron?
Published . Updated .
China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron? Yahoo Finance
Directly affected
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
- ASML ASML
Chipmaking-equipment sales follow export rules
- 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 |
|---|---|---|---|---|---|---|---|
| AVGO | +5.95% | +1.48% | — | +0.73% | -2.38% | -2.96% | -7.36% |
| MU | — | — | — | — | — | — | — |
| NVDA | — | — | — | — | — | — | — |
| TSM | — | — | — | — | — | — | — |
| ASML | +4.76% | +1.15% | — | -1.94% | -5.79% | -5.27% | -6.25% |
| AMD | +9.29% | +4.46% | — | +1.88% | -3.93% | -5.41% | -11.03% |
| AMAT | +6.64% | +2.39% | — | -6.75% | -10.24% | -13.56% | -17.75% |
| LRCX | +7.91% | +3.62% | — | -2.60% | -7.35% | -10.34% | -14.72% |
| SMH | — | — | — | — | — | — | — |
| SOXX | — | — | — | — | — | — | — |
| QQQ | — | — | — | — | — | — | — |
| AOSL | — | — | — | — | — | — | — |
China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron? Yahoo Finance
Source: Yahoo Finance
Price since this story was published: Vaneck Etf Trust (SMH)
Since the first closing price after “China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron?,” 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 | -6.75% | final price |
| AMAT | the next day | -10.24% | final price |
| AMAT | two days later | -13.56% | final price |
| AMAT | three days later | -17.75% | final price |
| AMAT | three days earlier | +2.39% | final price |
| AMAT | five days earlier | +6.64% | final price |
| AMD | that day | +1.88% | final price |
| AMD | the next day | -3.93% | final price |
| AMD | two days later | -5.41% | final price |
| AMD | three days later | -11.03% | final price |
| AMD | three days earlier | +4.46% | final price |
| AMD | five days earlier | +9.29% | final price |
| ASML | that day | -1.94% | final price |
| ASML | the next day | -5.79% | final price |
| ASML | two days later | -5.27% | final price |
| ASML | three days later | -6.25% | final price |
| ASML | three days earlier | +1.15% | final price |
| ASML | five days earlier | +4.76% | final price |
| AVGO | that day | +0.73% | final price |
| AVGO | the next day | -2.38% | final price |
| AVGO | two days later | -2.96% | final price |
| AVGO | three days later | -7.36% | final price |
| AVGO | three days earlier | +1.48% | final price |
| AVGO | five days earlier | +5.95% | final price |
| LRCX | that day | -2.60% | final price |
| LRCX | the next day | -7.35% | final price |
| LRCX | two days later | -10.34% | final price |
| LRCX | three days later | -14.72% | final price |
| LRCX | three days earlier | +3.62% | final price |
| LRCX | five days earlier | +7.91% | final price |
Official trades in Vaneck Etf Trust (SMH) around 13 Oct 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 15 days before publication, inside 30 days. The filing is listed beside the story “China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron?.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 20 days before publication, inside 30 days. The filing is listed beside the story “China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron?.”
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 “China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron?,” 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 “China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron?,” 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
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron?.” 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
GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron?.” 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
- MU Micron Technology
In “China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron?,” Micron Technology (MU) is linked, with no stored direction, medium confidence. Reason on file: GA selected MU as a RELATED security because its canonical security name directly matches this event's themes: technology, micron. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
For “China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron?,” 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
For “China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron?,” 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 “China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron?.” 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
Vaneck Etf Trust (SMH) and the semiconductors link
On 13 Oct 2026, “China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron?” is the story that connects Vaneck Etf Trust (SMH) to Semiconductors.
For Vaneck Etf Trust (SMH), the reason on file says 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
Price levels for Vaneck Etf Trust (SMH)
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.
How solid the semiconductors case looks
46 out of 100
“China’s CXMT and Broadcom’s CEO Rattle Chip Stocks: Which Fear Matters More for Micron?” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.