Geopolitics Alpha

Entegris, Intel, KLA Corporation, Lam Research, and Microchip Technology Shares Are Falling, What You Need To Know

Published . Updated .

Entegris, Intel, KLA Corporation, Lam Research, and Microchip Technology Shares Are Falling, What You Need To Know Yahoo Finance

Directly affected

  • ENTG Entegris

    Named in this report.

  • INTC Intel

    Named in this report.

  • LRCX Lam Research

    Named in this report.

  • MCHP Microchip Technology

    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

  • 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

  • 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

  • ON ON SEMICONDUCTOR CORPORATION

    GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor, corporation. 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

TickerT-5T-3T-1T0T+1T+2T+3
ENTG———————
INTC———————
LRCX+7.91%+3.62%—-2.60%-7.35%-10.34%-14.72%
MCHP———————
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%
SMH———————
SOXX———————
QQQ———————
ON———————

Entegris, Intel, KLA Corporation, Lam Research, and Microchip Technology Shares Are Falling, What You Need To Know Yahoo Finance

Source: Yahoo Finance

On Semiconductor (ON) since this story, compared with the market

Since the first closing price after “Entegris, Intel, KLA Corporation, Lam Research, and Microchip Technology Shares Are Falling, What You Need To Know,” On Semiconductor (ON) is -4.66%. The S&P 500 fund (SPY) is -1.47% over the same days, a -3.19% difference versus the market.

CompanyWhenMoveStatus
AMATthat day-6.75%final price
AMATthe next day-10.24%final price
AMATtwo days later-13.56%final price
AMATthree days later-17.75%final price
AMATthree days earlier+2.39%final price
AMATfive days earlier+6.64%final price
AMDthat day+1.88%final price
AMDthe next day-3.93%final price
AMDtwo days later-5.41%final price
AMDthree days later-11.03%final price
AMDthree days earlier+4.46%final price
AMDfive days earlier+9.29%final price
ASMLthat day-1.94%final price
ASMLthe next day-5.79%final price
ASMLtwo days later-5.27%final price
ASMLthree days later-6.25%final price
ASMLthree days earlier+1.15%final price
ASMLfive days earlier+4.76%final price
AVGOthat day+0.73%final price
AVGOthe next day-2.38%final price
AVGOtwo days later-2.96%final price
AVGOthree days later-7.36%final price
AVGOthree days earlier+1.48%final price
AVGOfive days earlier+5.95%final price
LRCXthat day-2.60%final price
LRCXthe next day-7.35%final price
LRCXtwo days later-10.34%final price
LRCXthree days later-14.72%final price
LRCXthree days earlier+3.62%final price
LRCXfive days earlier+7.91%final price
ON
SPY

Who reported a On Semiconductor (ON) trade near this story

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

  • ON On Semiconductor

    For “Entegris, Intel, KLA Corporation, Lam Research, and Microchip Technology Shares Are Falling, What You Need To Know,” On Semiconductor (ON) is linked, with no stored direction, high confidence. Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor, corporation. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • SMH Vaneck Etf Trust

    Vaneck Etf Trust (SMH) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Entegris, Intel, KLA Corporation, Lam Research, and Microchip Technology Shares Are Falling, What You Need To Know.” Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex

  • SOXX Ishares Tr

    Ishares Tr (SOXX) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Entegris, Intel, KLA Corporation, Lam Research, and Microchip Technology Shares Are Falling, What You Need To Know.” Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex

  • AOSL Alpha & Omega Semiconductor

    In “Entegris, Intel, KLA Corporation, Lam Research, and Microchip Technology Shares Are Falling, What You Need To Know,” 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

    GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Entegris, Intel, KLA Corporation, Lam Research, and Microchip Technology Shares Are Falling, What You Need To Know.” 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

  • MCHP Microchip Technology

    Microchip Technology (MCHP) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Entegris, Intel, KLA Corporation, Lam Research, and Microchip Technology Shares Are Falling, What You Need To Know.” Reason on file: GA selected MCHP as a RELATED security because its canonical security name directly matches this event's themes: technology, microchip. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • NVTS Navitas Semiconductor

    For “Entegris, Intel, KLA Corporation, Lam Research, and Microchip Technology Shares Are Falling, What You Need To Know,” 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

  • TSEM Tower Semiconductor

    Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Entegris, Intel, KLA Corporation, Lam Research, and Microchip Technology Shares Are Falling, What You Need To Know.” 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

On Semiconductor (ON) and the semiconductors link

The 12 Oct 2026 story “Entegris, Intel, KLA Corporation, Lam Research, and Microchip Technology Shares Are Falling, What You Need To Know” names On Semiconductor (ON) because of Semiconductors.

What ties On Semiconductor (ON) to the headline is this: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor, corporation. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, Vaneck Etf Trust (SMH): Semiconductor supply, export-control, or production shocks can transmit across the chip complex

What this semiconductors story puts on the calendar

ON traded between 71.11 and 86.91 across 20 sessions. The latest close on file is 73.14. 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

54 out of 100

“Entegris, Intel, KLA Corporation, Lam Research, and Microchip Technology Shares Are Falling, What You Need To Know” scores 54 out of 100. The score uses 2 sources, and 8 linked companies.