Nasdaq sell-off batters Asian chip stocks as SK Hynix, Samsung, Softbank, TSMC tumble
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Asian technology stocks tumbled Friday, tracking a sharp sell-off on Wall Street overnight that sent the tech-heavy Nasdaq Composite into correction territory.
Directly affected
- SKHY SK hynix
Named in this report.
- SSNLF Samsung Electronics (KRX: 005930)
Named in this report.
- SFTBY SoftBank Group (TYO: 9984)
Named in this report.
- TSM Taiwan Semiconductor Manufacturing-10.3% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-15.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-19.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- AAXJ iShares MSCI All Country Asia ex Japan ETF-8.6% 9d
iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asian”).
- ASML ASML Holding N.V-13.3% 10d
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-8.0% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- AVGO Broadcom-5.4% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- AMD Advanced Micro Devices
Advanced Micro Devices (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 |
|---|---|---|---|---|---|---|---|
| SKHY | +20.80% | +22.16% | base | +3.00% | +8.84% | +4.98% | +15.26% |
| SSNLFNon-US listing (OTC); price checks may stay empty | — | — | — | — | — | — | — |
| SFTBYNon-US listing (OTC); price checks may stay empty | — | — | — | — | — | — | — |
| TSM | +15.19% | +14.85% | base | +6.45% | +10.30% | +12.51% | +17.26% |
| SMH | +17.15% | +16.15% | base | +3.89% | +9.18% | +8.38% | +13.64% |
| SOXX | +20.02% | +18.34% | base | +4.24% | +12.11% | +11.86% | +18.68% |
| AAXJ | +6.22% | +6.20% | base | +2.53% | +5.52% | +4.78% | +7.61% |
| ASML | +15.17% | +14.16% | base | +4.79% | +11.29% | +10.92% | +12.86% |
| NVDA | +12.76% | +13.75% | base | +2.81% | -1.92% | -7.05% | -4.26% |
| AVGO | +11.90% | +13.93% | base | +0.52% | +9.63% | +13.93% | +18.54% |
| AMD | +25.23% | +19.99% | base | +11.23% | +26.09% | +27.68% | +37.03% |
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.
Nasdaq sell-off batters Asian chip stocks as SK Hynix, Samsung, Softbank, TSMC tumble CNBC
Source: CNBC
Taiwan Strait
| Company | When | Move | Status |
|---|---|---|---|
| AAXJ | that day | +2.53% | final price |
| AAXJ | the next day | +5.52% | final price |
| AAXJ | two days later | +4.78% | final price |
| AAXJ | three days later | +7.61% | final price |
| AAXJ | three days earlier | +6.20% | final price |
| AAXJ | five days earlier | +6.22% | final price |
| AMD | that day | +11.23% | final price |
| AMD | the next day | +26.09% | final price |
| AMD | two days later | +27.68% | final price |
| AMD | three days later | +37.03% | final price |
| AMD | three days earlier | +19.99% | final price |
| AMD | five days earlier | +25.23% | final price |
| ASML | that day | +4.79% | final price |
| ASML | the next day | +11.29% | final price |
| ASML | two days later | +10.92% | final price |
| ASML | three days later | +12.86% | final price |
| ASML | three days earlier | +14.16% | final price |
| ASML | five days earlier | +15.17% | final price |
| AVGO | that day | +0.52% | final price |
| AVGO | the next day | +9.63% | final price |
| AVGO | two days later | +13.93% | final price |
| AVGO | three days later | +18.54% | final price |
| AVGO | three days earlier | +13.93% | final price |
| AVGO | five days earlier | +11.90% | final price |
| NVDA | that day | +2.81% | final price |
| NVDA | the next day | -1.92% | final price |
| NVDA | two days later | -7.05% | final price |
| NVDA | three days later | -4.26% | final price |
| NVDA | three days earlier | +13.75% | final price |
| NVDA | five days earlier | +12.76% | final price |
| SKHY | that day | +3.00% | final price |
| SKHY | the next day | +8.84% | final price |
| SKHY | two days later | +4.98% | final price |
| SKHY | three days later | +15.26% | final price |
| SKHY | three days earlier | +22.16% | final price |
| SKHY | five days earlier | +20.80% | final price |
| SMH | that day | +3.89% | final price |
| SMH | the next day | +9.18% | final price |
| SMH | two days later | +8.38% | final price |
| SMH | three days later | +13.64% | final price |
| SMH | three days earlier | +16.15% | final price |
| SMH | five days earlier | +17.15% | final price |
| SOXX | that day | +4.24% | final price |
| SOXX | the next day | +12.11% | final price |
| SOXX | two days later | +11.86% | final price |
| SOXX | three days later | +18.68% | final price |
| SOXX | three days earlier | +18.34% | final price |
| SOXX | five days earlier | +20.02% | final price |
| TSM | that day | +6.45% | final price |
| TSM | the next day | +10.30% | final price |
| TSM | two days later | +12.51% | final price |
| TSM | three days later | +17.26% | final price |
| TSM | three days earlier | +14.85% | final price |
| TSM | five days earlier | +15.19% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 28 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 45 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 73 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 14 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 14 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 30 days before publication. Filed 5 Nov 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 35 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 13 Oct 2026. That is 24 days before publication. Filed 5 Nov 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 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 43 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 63 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Advanced Micro Devices (AMD), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 77 days before publication. Filed 8 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 busy Taiwan Strait has been lately
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How solid the semiconductors case looks
12 out of 100
“Nasdaq sell-off batters Asian chip stocks as SK Hynix, Samsung, Softbank, TSMC tumble” scores 12 out of 100. The score uses 1 sources.