Geopolitics Alpha

Memory chip stocks dragged the Nasdaq-100 into a correction this week

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Memory chip stocks dragged the Nasdaq-100 into a correction this week Startup Fortune

Directly affected

  • NDAQ Nasdaq

    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

TickerT-5T-3T-1T0T+1T+2T+3
NDAQ———————
NVDA———————
TSM———————
ASML+4.48%+1.39%—-1.67%-3.58%-7.36%-6.84%
AVGO+0.27%+4.13%—-1.87%-1.15%-4.20%-4.77%
AMD+3.96%+6.26%—-2.23%-0.39%-6.07%-7.52%
AMAT+6.91%+2.71%—-1.85%-8.47%-11.90%-15.16%
LRCX———————
SMH———————
SOXX———————
QQQ———————

Memory chip stocks dragged the Nasdaq-100 into a correction this week Startup Fortune

Source: Startup Fortune

Price since this story was published: Vaneck Etf Trust (SMH)

Since the first closing price after “Memory chip stocks dragged the Nasdaq-100 into a correction this week,” Vaneck Etf Trust (SMH) is -7.14%. The S&P 500 fund (SPY) is -1.47% over the same days, a -5.67% difference versus the market.

CompanyWhenMoveStatus
AMATthat day-1.85%final price
AMATthe next day-8.47%final price
AMATtwo days later-11.90%final price
AMATthree days later-15.16%final price
AMATthree days earlier+2.71%final price
AMATfive days earlier+6.91%final price
AMDthat day-2.23%final price
AMDthe next day-0.39%final price
AMDtwo days later-6.07%final price
AMDthree days later-7.52%final price
AMDthree days earlier+6.26%final price
AMDfive days earlier+3.96%final price
Alpha & Omega Semiconductor (AOSL)that day-4.69%final price
Alpha & Omega Semiconductor (AOSL)the next day-7.27%final price
Alpha & Omega Semiconductor (AOSL)two days later-15.93%final price
Alpha & Omega Semiconductor (AOSL)three days later-16.36%final price
Alpha & Omega Semiconductor (AOSL)three days earlier+4.84%final price
Alpha & Omega Semiconductor (AOSL)five days earlier+3.94%final price
ASMLthat day-1.67%final price
ASMLthe next day-3.58%final price
ASMLtwo days later-7.36%final price
ASMLthree days later-6.84%final price
ASMLthree days earlier+1.39%final price
ASMLfive days earlier+4.48%final price
AVGOthat day-1.87%final price
AVGOthe next day-1.15%final price
AVGOtwo days later-4.20%final price
AVGOthree days later-4.77%final price
AVGOthree days earlier+4.13%final price
AVGOfive days earlier+0.27%final price
SMH
SPY

Who reported a Vaneck Etf Trust (SMH) trade near this story

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).

Companies in semiconductors around Vaneck Etf Trust (SMH)

Companies carried with this story

  • SMH Vaneck Etf Trust

    In “Memory chip stocks dragged the Nasdaq-100 into a correction this week,” 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

    For “Memory chip stocks dragged the Nasdaq-100 into a correction this week,” 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

    In “Memory chip stocks dragged the Nasdaq-100 into a correction this week,” 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 11 Oct 2026 story “Memory chip stocks dragged the Nasdaq-100 into a correction this week.” 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 “Memory chip stocks dragged the Nasdaq-100 into a correction this week,” 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 “Memory chip stocks dragged the Nasdaq-100 into a correction this week,” 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 “Memory chip stocks dragged the Nasdaq-100 into a correction this week,” 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

    In “Memory chip stocks dragged the Nasdaq-100 into a correction this week,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. 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)

“Memory chip stocks dragged the Nasdaq-100 into a correction this week” (11 Oct 2026) reaches Vaneck Etf Trust (SMH) through Semiconductors.

For Vaneck Etf Trust (SMH), the reason on file says Semiconductor supply, export-control, or production shocks can transmit across the chip complex

A second company, Ishares Tr (SOXX), is listed for a different reason: Semiconductor supply, export-control, or production shocks can transmit across the chip complex

Dates and price levels for Vaneck Etf Trust (SMH)

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.

How strong the case is around Vaneck Etf Trust (SMH)

46 out of 100

“Memory chip stocks dragged the Nasdaq-100 into a correction this week” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.