Global chip stocks are sinking as China's CXMT claims a denser memory chip design
Published . Updated .
Global chip stocks are sinking as China's CXMT claims a denser memory chip design Quartz
Directly affected
- No company is 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
- 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
Global chip stocks are sinking as China's CXMT claims a denser memory chip design Quartz
Source: Quartz
Vaneck Etf Trust (SMH) compared with technology stocks (XLK) since 13 Oct 2026
Since the first closing price after “Global chip stocks are sinking as China's CXMT claims a denser memory chip design,” 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 |
Disclosure records for Vaneck Etf Trust (SMH) within two months of 13 Oct 2026
- 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 “Global chip stocks are sinking as China's CXMT claims a denser memory chip design.”
- 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 “Global chip stocks are sinking as China's CXMT claims a denser memory chip design.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 21 days before publication, inside 30 days. The filing is listed beside the story “Global chip stocks are sinking as China's CXMT claims a denser memory chip design.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 49 days before publication, inside 60 days. The filing is listed beside the story “Global chip stocks are sinking as China's CXMT claims a denser memory chip design.”
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 carried with this story
- SMH Vaneck Etf Trust
In “Global chip stocks are sinking as China's CXMT claims a denser memory chip design,” Vaneck Etf Trust (SMH) is linked, with no stored direction, high confidence. 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 13 Oct 2026 story “Global chip stocks are sinking as China's CXMT claims a denser memory chip design.” Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
- AOSL Alpha & Omega Semiconductor
For “Global chip stocks are sinking as China's CXMT claims a denser memory chip design,” 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 13 Oct 2026 story “Global chip stocks are sinking as China's CXMT claims a denser memory chip design.” 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
- NVTS Navitas Semiconductor
In “Global chip stocks are sinking as China's CXMT claims a denser memory chip design,” 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
For “Global chip stocks are sinking as China's CXMT claims a denser memory chip design,” 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
For “Global chip stocks are sinking as China's CXMT claims a denser memory chip design,” Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence. 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
- TSM Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Global chip stocks are sinking as China's CXMT claims a denser memory chip design.” Reason on file: GA selected TSM 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)
Vaneck Etf Trust (SMH) is the company in “Global chip stocks are sinking as China's CXMT claims a denser memory chip design,” the 13 Oct 2026 Semiconductors story.
The link for Vaneck Etf Trust (SMH) is this: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
Ishares Tr (SOXX) is here too. Its reason reads: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
The price range for Vaneck Etf Trust (SMH), and the dates in the story
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)
46 out of 100
“Global chip stocks are sinking as China's CXMT claims a denser memory chip design” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.