Intel's Near 30% Plunge Sparks Storm: Taiwan Stocks Open Down Over 800 Points, TSMC Falls Below NT$2,325
Published . Updated .
Intel's weaker-than-expected guidance triggered a nearly 29% single-day stock plunge on Friday, its worst one-day drop in more than 40 years, dragging…
Directly affected
- INTC Intel-46.0% 30d
Named in this report.
- TSM Taiwan Semiconductor Manufacturing-8.8% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-12.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-15.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story.
- EWT iShares MSCI Taiwan ETF+5.9% 30d
iShares MSCI Taiwan ETF holds stocks listed in Taiwan, which this story is about (“taiwan”).
- ASML ASML Holding N.V+1.0% 18d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story.
- NVDA Nvidia-9.9% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story.
- AVGO Broadcom-10.1% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story.
- ASX ASE Technology Holding+13.5% 30d
ASE Technology Holding (semiconductors and related devices, with business in Taiwan): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (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 |
|---|---|---|---|---|---|---|---|
| INTC | +37.63% | +45.22% | base | after close | after close | after close | after close |
| TSM | +4.53% | +8.29% | base | after close | after close | after close | after close |
| SMH | +3.57% | +8.65% | base | after close | after close | after close | after close |
| SOXX | +4.40% | +10.71% | base | after close | after close | after close | after close |
| EWT | +4.46% | +7.76% | base | after close | after close | after close | after close |
| ASML | +1.58% | +6.31% | base | after close | after close | after close | after close |
| NVDA | +5.49% | +5.17% | base | after close | after close | after close | after close |
| AVGO | +0.96% | +7.89% | base | after close | after close | after close | after close |
| ASXNo 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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Intel's Near 30% Plunge Sparks Storm: Taiwan Stocks Open Down Over 800 Points, TSMC Falls Below NT$2,325 BigGo Finance
Source: BigGo Finance
What happened to Vaneck Etf Trust (SMH) the last 14 times Taiwan Strait was in the news
Across 14 earlier stories, Vaneck Etf Trust (SMH) the next day averaged -0.40%. The largest gain was +4.02% and the largest drop was -4.47%, from 14 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Vaneck Etf Trust (SMH) | the next day | -0.40% | +4.02% | -4.47% | 14 |
| Vaneck Etf Trust (SMH) | three days later | -1.57% | +8.57% | -7.38% | 13 |
| Ishares Tr (SOXX) | the next day | -0.58% | +4.09% | -5.09% | 12 |
| Ishares Tr (SOXX) | three days later | -1.24% | +9.75% | -4.67% | 11 |
| Taiwan Semiconductor Manufacturing (TSM) | the next day | +0.65% | +3.73% | -4.09% | 14 |
| Taiwan Semiconductor Manufacturing (TSM) | three days later | +0.68% | +6.63% | -6.83% | 13 |
- TSMC Stocks Rise as Record Profit Meets 2027 Caution
- UC San Diego Partners with TSMC to Create Pipeline From the Classroom to Semiconductor Cleanroom
- TSMC Stocks Rise 2.5% as Its $53.3 Billion Sales Target Tests Margins
- Stock earnings pick of the week: Can TSMC keep the AI boom running as US CPI looms?
- A pipe under the Taiwan Strait outlasts the politics above it
- 1 Reason TSMC Stock Could Rally After Its Record Quarter
Price since this story was published: Vaneck Etf Trust (SMH)
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | three days earlier | +6.31% | final price |
| Asml Holding (ASML) | five days earlier | +1.58% | final price |
| Broadcom (AVGO) | three days earlier | +7.89% | final price |
| Broadcom (AVGO) | five days earlier | +0.96% | final price |
| Ishares (EWT) | three days earlier | +7.76% | final price |
| Ishares (EWT) | five days earlier | +4.46% | final price |
| INTC | three days earlier | +45.22% | final price |
| INTC | five days earlier | +37.63% | final price |
| Nvidia (NVDA) | three days earlier | +5.17% | final price |
| Nvidia (NVDA) | five days earlier | +5.49% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +8.65% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +3.57% | final price |
| Ishares Tr (SOXX) | three days earlier | +10.71% | final price |
| Ishares Tr (SOXX) | five days earlier | +4.40% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | three days earlier | +8.29% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | five days earlier | +4.53% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 59 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Intel (INTC), worth $100,001 - $250,000 on 21 Aug 2026. That is 73 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 24 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 41 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 69 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 10 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 87 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 31 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 32 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 40 days before publication. Filed 7 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 38 days before publication. Filed 7 Oct 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 40 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).
Taiwan Strait, seven days against thirty
Geopolitics Alpha has 3 stories about Taiwan Strait from the past 7 days and 53 stories from the past 30. That is slower than its usual pace over the past month. “Intel's Near 30% Plunge Sparks Storm: Taiwan Stocks Open Down Over 800 Points, TSMC Falls Below NT$2,325” is tagged to Taiwan Strait.
Who gains and who pays if Taiwan Strait stays in the story
Companies tied to this story
- SMH Vaneck Etf Trust
In “Intel's Near 30% Plunge Sparks Storm: Taiwan Stocks Open Down Over 800 Points, TSMC Falls Below NT$2,325,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story
- SOXX Ishares Tr
Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Intel's Near 30% Plunge Sparks Storm: Taiwan Stocks Open Down Over 800 Points, TSMC Falls Below NT$2,325.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story
- EWT Ishares
In “Intel's Near 30% Plunge Sparks Storm: Taiwan Stocks Open Down Over 800 Points, TSMC Falls Below NT$2,325,” Ishares (EWT) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Taiwan ETF holds stocks listed in Taiwan, which this story is about (“taiwan”)
- TSM Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Intel's Near 30% Plunge Sparks Storm: Taiwan Stocks Open Down Over 800 Points, TSMC Falls Below NT$2,325.” Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices, with business in Taiwan): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story
- ASML Asml Holding
In “Intel's Near 30% Plunge Sparks Storm: Taiwan Stocks Open Down Over 800 Points, TSMC Falls Below NT$2,325,” 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 “tsmc” (semiconductors) in this story
- NVDA Nvidia
For “Intel's Near 30% Plunge Sparks Storm: Taiwan Stocks Open Down Over 800 Points, TSMC Falls Below NT$2,325,” 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 “tsmc” (semiconductors) in this story
- AVGO Broadcom
In “Intel's Near 30% Plunge Sparks Storm: Taiwan Stocks Open Down Over 800 Points, TSMC Falls Below NT$2,325,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story
How a Taiwan Strait shock reaches Vaneck Etf Trust (SMH)
“Intel's Near 30% Plunge Sparks Storm: Taiwan Stocks Open Down Over 800 Points, TSMC Falls Below NT$2,325” (2 Nov 2026) reaches Vaneck Etf Trust (SMH) through Taiwan Strait.
For Vaneck Etf Trust (SMH), the reason on file says VanEck Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story
A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story
Dates in the story, and the Vaneck Etf Trust (SMH) price range
EWT traded between 111.75 and 118.47 across 17 sessions. The latest close on file is 113.48. SMH traded between 511.68 and 639.33 across 20 sessions. The latest close on file is 522.89. SOXX traded between 460.13 and 596.35 across 20 sessions. The latest close on file is 471.44.
A simple score for Vaneck Etf Trust (SMH)
46 out of 100
“Intel's Near 30% Plunge Sparks Storm: Taiwan Stocks Open Down Over 800 Points, TSMC Falls Below NT$2,325” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.