Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing
Published . Updated .
The deal could be a big win for Intel which has been looking to gain marquee customers for its manufacturing, or foundry, business.
Directly affected
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
The deal could be a big win for Intel which has been looking to gain marquee customers for its manufacturing, or foundry, business.
Source: CNBC Top
Intel (INTC) since this story, compared with the market
Since the first closing price after “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing,” Intel (INTC) is -15.39%. The S&P 500 fund (SPY) is +0.52% over the same days, a -15.91% difference versus the market. technology stocks (XLK) is +6.89%, a -22.28% difference versus that group of stocks.
Filings that name Intel (INTC) around 16 Sep 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 12 days after publication, inside 30 days. The filing is listed beside the story “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 7 days after publication, inside 30 days. The filing is listed beside the story “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing.”
- Rohit Khanna buy Intel (INTC) ($1,001 - $15,000). That is 12 days before publication, inside 30 days. The filing is listed beside the story “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing.”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 40 days before publication, inside 60 days. The filing is listed beside the story “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing.”
- Rohit Khanna sell Intel (INTC) ($1,001 - $15,000). That is 44 days before publication, inside 60 days. The filing is listed beside the story “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing.”
- Rohit Khanna buy On Semiconductor (ON) ($1,001 - $15,000). That is 51 days before publication, inside 60 days. The filing is listed beside the story “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing.”
- Nancy Pelosi buy Intel (INTC) ($250,001 - $500,000). That is 54 days before publication, inside 60 days. The filing is listed beside the story “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing.”
- Nancy Pelosi buy Intel (INTC) ($500,001 - $1,000,000). That is 54 days before publication, inside 60 days. The filing is listed beside the story “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing.”
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).
Intel (INTC) on one side of this semiconductors story
Companies tied to this story
- INTC Intel
For “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing,” Intel (INTC) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names INTEL CORP in the headline; GA resolved that company to INTC
- SMH Vaneck Etf Trust
Vaneck Etf Trust (SMH) is linked, with no stored direction, high confidence in the 16 Sep 2026 story “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing.” Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
- SOXX Ishares Tr
For “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing,” Ishares Tr (SOXX) is linked, with no stored direction, high confidence. Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
- AOSL Alpha & Omega Semiconductor
For “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing,” 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
For “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. 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
For “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing,” 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
In “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing,” 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
In “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing,” 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
Intel (INTC) and the semiconductors link
The 16 Sep 2026 story “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing” names Intel (INTC) because of Semiconductors.
The link for Intel (INTC) is this: The reported development directly names INTEL CORP in the headline; GA resolved that company to INTC
A second company, Vaneck Etf Trust (SMH), is listed for a different reason: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
The price range for Intel (INTC), and the dates in the story
INTC traded between 89.20 and 127.44 across 20 sessions. The latest close on file is 92.01. 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.
How strong the case is around Intel (INTC)
46 out of 100
“Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing” scores 46 out of 100. The score uses 1 sources, and 9 linked companies.