Everything Is Going Wrong for Chip Stocks. 5 Names at Fire-Sale Prices.
Published . Updated .
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This report is about semiconductors.
Directly affected
- No company is named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- ASML ASML Holding N.V-2.4% 15d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- NVDA Nvidia-8.4% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-9.5% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- AVGO Broadcom-7.1% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SMH | +11.33% | +0.71% | base | -9.69% | after close | after close | after close |
| SOXX | +13.89% | +0.56% | base | -10.57% | after close | after close | after close |
| ASML | +12.01% | +1.96% | base | -7.59% | after close | after close | after close |
| NVDA | +6.76% | +1.02% | base | -8.65% | after close | after close | after close |
| TSM | +9.12% | +0.78% | base | -9.22% | after close | after close | after close |
| AVGO | +5.97% | -0.99% | base | -8.92% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Everything Is Going Wrong for Chip Stocks. 5 Names at Fire-Sale Prices. Barron's
Source: Barron's
Vaneck Etf Trust (SMH) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | that day | -7.59% | still updating |
| Asml Holding (ASML) | three days earlier | +1.96% | final price |
| Asml Holding (ASML) | five days earlier | +12.01% | final price |
| Broadcom (AVGO) | that day | -8.92% | still updating |
| Broadcom (AVGO) | three days earlier | -0.99% | final price |
| Broadcom (AVGO) | five days earlier | +5.97% | final price |
| Nvidia (NVDA) | that day | -8.65% | still updating |
| Nvidia (NVDA) | three days earlier | +1.02% | final price |
| Nvidia (NVDA) | five days earlier | +6.76% | final price |
| Vaneck Etf Trust (SMH) | that day | -9.69% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | +0.71% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +11.33% | final price |
| Ishares Tr (SOXX) | that day | -10.57% | still updating |
| Ishares Tr (SOXX) | three days earlier | +0.56% | final price |
| Ishares Tr (SOXX) | five days earlier | +13.89% | final price |
| TSM | that day | -9.22% | still updating |
| TSM | three days earlier | +0.78% | final price |
| TSM | five days earlier | +9.12% | final price |
Congressional trades in the stocks in this story
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 13 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 90 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 34 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 35 days before publication. Filed 22 Oct 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 43 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 27 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 44 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 72 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 42 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 43 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 62 days before publication. Filed 7 Oct 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).
Who collects and who pays in semiconductors
Companies mentioned with this story
- SMH Vaneck Etf Trust
For “Everything Is Going Wrong for Chip Stocks. 5 Names at Fire-Sale Prices.,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- SOXX Ishares Tr
Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Everything Is Going Wrong for Chip Stocks. 5 Names at Fire-Sale Prices..” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- AVGO Broadcom
Broadcom (AVGO) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Everything Is Going Wrong for Chip Stocks. 5 Names at Fire-Sale Prices..” Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
- ASML Asml Holding
For “Everything Is Going Wrong for Chip Stocks. 5 Names at Fire-Sale Prices.,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
- NVDA Nvidia
Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Everything Is Going Wrong for Chip Stocks. 5 Names at Fire-Sale Prices..” Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
- AMD Advanced Micro Devices
For “Everything Is Going Wrong for Chip Stocks. 5 Names at Fire-Sale Prices.,” Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence. Reason on file: Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
How semiconductors news reaches Vaneck Etf Trust (SMH)
Vaneck Etf Trust (SMH) is the company in “Everything Is Going Wrong for Chip Stocks. 5 Names at Fire-Sale Prices.,” the 5 Nov 2026 Semiconductors story.
Vaneck Etf Trust (SMH) is on the page because VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
Dates and price levels for Vaneck Etf Trust (SMH)
AVGO traded between 319.31 and 373.32 across 20 sessions. The latest close on file is 325.63. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73.
A simple score for Vaneck Etf Trust (SMH)
46 out of 100Price not final
“Everything Is Going Wrong for Chip Stocks. 5 Names at Fire-Sale Prices.” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.