Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China
Published . Updated .
Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China 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
- 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
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| MU | — | — | — | — | — | — | — |
| SNDK | — | — | — | — | — | — | — |
| NVDA | — | — | — | — | — | — | — |
| TSM | — | — | — | — | — | — | — |
| ASML | +4.76% | +1.15% | — | -1.94% | -5.79% | -5.27% | -6.25% |
| AVGO | +5.95% | +1.48% | — | +0.73% | -2.38% | -2.96% | -7.36% |
| 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 | — | — | — | — | — | — | — |
Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China Yahoo Finance Singapore
Source: Yahoo Finance
How far Vaneck Etf Trust (SMH) has moved since 13 Oct 2026
Since the first closing price after “Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China,” 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 |
Vaneck Etf Trust (SMH) filings in this semiconductors story
- 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 “Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China.”
- 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 “Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China.”
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 collects and who pays in semiconductors
Companies tied to this story
- SMH Vaneck Etf Trust
Vaneck Etf Trust (SMH) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China.” Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
- SOXX Ishares Tr
In “Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China,” 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 “Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China,” 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 “Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China,” 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
- MU Micron Technology
In “Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China,” 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 “Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China,” 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 “Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China,” 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 “Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China.” 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
How semiconductors news reaches Vaneck Etf Trust (SMH)
“Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China” (13 Oct 2026) reaches Vaneck Etf Trust (SMH) through Semiconductors.
Vaneck Etf Trust (SMH) is on the page because Semiconductor supply, export-control, or production shocks can transmit across the chip complex
Also listed, Ishares Tr (SOXX): 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.
A simple score for Vaneck Etf Trust (SMH)
54 out of 100
“Elon Musk just nailed it on why chip stocks like Micron and Sandisk are being drilled on surprising news out of China” scores 54 out of 100. The score uses 2 sources, and 8 linked companies.