Full-Stack Semiconductor Solutions for Embodied AI & Robotics
Published . Updated .
This report is about semiconductors and AI and big tech.
Directly affected
- No company is named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF+2.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF+1.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- QQQ Invesco QQQ+1.7% 18d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- TSM Taiwan Semiconductor Manufacturing+4.5% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- ASML ASML Holding N.V-8.0% 30d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- NVDA Nvidia+1.9% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- MSFT Microsoft+8.4% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- GOOGL Alphabet-6.5% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) 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 | -0.22% | -5.49% | base | +1.02% | after close | after close | after close |
| SOXX | -0.17% | -6.36% | base | +0.63% | after close | after close | after close |
| QQQ | +0.56% | -2.36% | base | +0.09% | after close | after close | after close |
| TSM | -1.17% | -4.24% | base | +0.26% | after close | after close | after close |
| ASML | +2.55% | -3.89% | base | +0.94% | after close | after close | after close |
| NVDA | +1.85% | -3.14% | base | +0.06% | after close | after close | after close |
| MSFTNo price data for this ticker | — | — | — | — | — | — | — |
| GOOGLNo price data for this ticker | — | — | — | — | — | — | — |
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.
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Full-Stack Semiconductor Solutions for Embodied AI & Robotics EE Times
Source: EE Times
How far Vaneck Etf Trust (SMH) has moved since 28 Oct 2026
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | that day | +0.94% | still updating |
| Asml Holding (ASML) | three days earlier | -3.89% | final price |
| Asml Holding (ASML) | five days earlier | +2.55% | final price |
| Nvidia (NVDA) | that day | +0.06% | still updating |
| Nvidia (NVDA) | three days earlier | -3.14% | final price |
| Nvidia (NVDA) | five days earlier | +1.85% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | that day | +0.09% | still updating |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | -2.36% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | +0.56% | final price |
| Vaneck Etf Trust (SMH) | that day | +1.02% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | -5.49% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | -0.22% | final price |
| Ishares Tr (SOXX) | that day | +0.63% | still updating |
| Ishares Tr (SOXX) | three days earlier | -6.36% | final price |
| Ishares Tr (SOXX) | five days earlier | -0.17% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | that day | +0.26% | still updating |
| Taiwan Semiconductor Manufacturing (TSM) | three days earlier | -4.24% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | five days earlier | -1.17% | final price |
Congressional trades in the stocks in this story
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 19 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 36 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 64 days before publication. Filed 14 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 82 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 27 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 35 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 54 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 28 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 30 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Microsoft (MSFT), worth $1,001 - $15,000 on 24 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 44 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 54 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 gains and who loses around Vaneck Etf Trust (SMH)
Companies mentioned with this story
- SMH Vaneck Etf Trust
For “Full-Stack Semiconductor Solutions for Embodied AI & Robotics,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
- SOXX Ishares Tr
For “Full-Stack Semiconductor Solutions for Embodied AI & Robotics,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
- QQQ Invesco Qqq Trust, Series 1
In “Full-Stack Semiconductor Solutions for Embodied AI & Robotics,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- TSM Taiwan Semiconductor Manufacturing
For “Full-Stack Semiconductor Solutions for Embodied AI & Robotics,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
- ASML Asml Holding
In “Full-Stack Semiconductor Solutions for Embodied AI & Robotics,” 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 “semiconductor” (semiconductors) in this story
- NVDA Nvidia
In “Full-Stack Semiconductor Solutions for Embodied AI & Robotics,” Nvidia (NVDA) is linked, with no stored direction, medium confidence. Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
- MSFT Microsoft
In “Full-Stack Semiconductor Solutions for Embodied AI & Robotics,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- GOOGL Alphabet
Alphabet (GOOGL) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Full-Stack Semiconductor Solutions for Embodied AI & Robotics.” Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
How semiconductors news reaches Vaneck Etf Trust (SMH)
On 28 Oct 2026, “Full-Stack Semiconductor Solutions for Embodied AI & Robotics” is the story that connects Vaneck Etf Trust (SMH) to Semiconductors.
What ties Vaneck Etf Trust (SMH) to the headline is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
The price range for Vaneck Etf Trust (SMH), and the dates in the story
QQQ traded between 701.18 and 762.84 across 18 sessions. The latest close on file is 721.22. SMH traded between 520.59 and 639.33 across 20 sessions. The latest close on file is 557.77. SOXX traded between 472.27 and 596.41 across 20 sessions. The latest close on file is 511.09.
How solid the semiconductors case looks
46 out of 100Price not final
“Full-Stack Semiconductor Solutions for Embodied AI & Robotics” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.