Chip Stocks Fall as Supply Warning Deepens AI Selloff: Marvell and AMD Sink 8%, Intel Drops 7%
Published . Updated .
Covered by 2 outlets: Yahoo Finance, 24/7 Wall St..
Who covered it: Center 1 · Not rated 1. How we rate outlets
A single comment from a chipmaking equipment supplier sent shockwaves through the semiconductor sector, and the companies most dependent on AI data center spending are paying the steepest price. Find out which chip giants are taking the hardest hits and what it signals for the
Directly affected
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-0.3%
Chipmaking-equipment sales follow export rules
- AVGO Broadcom-6.4%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- LMT Lockheed Martin+4.2%
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- AMAT Applied Materials-12.6%
Chip-equipment makers feel export controls
- LRCX Lam Research-4.7%
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
Price reaction, T-5 to T+3
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Chip Stocks Fall as Supply Warning Deepens AI Selloff: Marvell and AMD Sink 8%, Intel Drops 7% Yahoo Finance
Source: Yahoo Finance
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 48 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 65 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 80 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 80 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Nancy Pelosi bought Intel (INTC) (held by a spouse), worth $250,001 - $500,000 on 24 Jul 2026. That is 90 days before publication. Filed 21 Aug 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 29 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 48 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Daniel Meuser sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 31 Aug 2026. That is 52 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 30 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 58 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Richard W. Allen bought Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 12 Aug 2026. That is 71 days before publication. Filed 22 Sep 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).
How solid the defense case looks
25 out of 100
“Chip Stocks Fall as Supply Warning Deepens AI Selloff: Marvell and AMD Sink 8%, Intel Drops 7%” scores 25 out of 100. The score uses 2 sources.