Intel shares tumble after hours, hit by chip supply constraints, big cash burn
Published . Updated .
This report is about semiconductors.
Directly affected
- INTC Intel-12.2% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF+1.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF+0.5% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- ASML ASML Holding N.V-6.4% 19d
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-1.8% 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+2.2% 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+1.3% 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 |
|---|---|---|---|---|---|---|---|
| INTC | -5.56% | +1.81% | base | after close | after close | after close | after close |
| SMH | -6.13% | -0.69% | base | after close | after close | after close | after close |
| SOXX | -6.87% | -0.54% | base | after close | after close | after close | after close |
| ASML | -6.20% | -2.40% | base | after close | after close | after close | after close |
| NVDA | -1.25% | +1.95% | base | after close | after close | after close | after close |
| TSM | -3.07% | +1.22% | base | after close | after close | after close | after close |
| AVGO | -6.76% | -0.76% | base | after close | 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.
Market Call
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Intel shares tumble after hours, hit by chip supply constraints, big cash burn Reuters
Source: Reuters
Semiconductors
| Company | When | Move | Status |
|---|---|---|---|
| ASML | three days earlier | -2.40% | final price |
| ASML | five days earlier | -6.20% | final price |
| AVGO | three days earlier | -0.76% | final price |
| AVGO | five days earlier | -6.76% | final price |
| INTC | three days earlier | +1.81% | final price |
| INTC | five days earlier | -5.56% | final price |
| NVDA | three days earlier | +1.95% | final price |
| NVDA | five days earlier | -1.25% | final price |
| SMH | three days earlier | -0.69% | final price |
| SMH | five days earlier | -6.13% | final price |
| SOXX | three days earlier | -0.54% | final price |
| SOXX | five days earlier | -6.87% | final price |
| TSM | three days earlier | +1.22% | final price |
| TSM | five days earlier | -3.07% | 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 56 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 70 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 88 days before publication. Filed 4 Sep 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 84 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 29 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 37 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 56 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 21 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 38 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 66 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 35 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 37 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).
How solid the semiconductors case looks
12 out of 100
“Intel shares tumble after hours, hit by chip supply constraints, big cash burn” scores 12 out of 100. The score uses 1 sources.