Qualcomm, Micron, Sandisk, and AMD stocks sink, leading chip sector lower
Published . Updated .
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This report is about semiconductors.
Directly affected
- QCOM Qualcomm-14.0% 30d
Named in this report.
- MU Micron Technology-20.2% 30d
Named in this report.
- SNDK Sandisk-40.9% 30d
Named in this report.
- AMD Advanced Micro Devices-22.3% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- ASML ASML Holding N.V-2.4% 15d
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-8.4% 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-9.5% 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-7.1% 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 |
|---|---|---|---|---|---|---|---|
| QCOM | +6.71% | -6.82% | base | -9.70% | after close | after close | after close |
| MU | +17.56% | +4.84% | base | -15.08% | after close | after close | after close |
| SNDK | +28.32% | +3.65% | base | -18.84% | after close | after close | after close |
| AMD | +15.92% | -4.49% | base | -17.45% | after close | after close | after close |
| SMH | +11.33% | +0.71% | base | -9.86% | after close | after close | after close |
| SOXX | +13.89% | +0.56% | base | -11.04% | after close | after close | after close |
| ASML | +12.01% | +1.96% | base | -7.42% | after close | after close | after close |
| NVDA | +6.76% | +1.02% | base | -8.58% | after close | after close | after close |
| TSM | +9.12% | +0.78% | base | -9.60% | after close | after close | after close |
| AVGO | +5.97% | -0.99% | base | -9.25% | 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.
Qualcomm, Micron, Sandisk, and AMD stocks sink, leading chip sector lower Yahoo Finance
Source: Yahoo Finance
Price since this story was published: Vaneck Etf Trust (SMH)
| Company | When | Move | Status |
|---|---|---|---|
| Advanced Micro Devices (AMD) | that day | -17.45% | final price |
| Advanced Micro Devices (AMD) | three days earlier | -4.49% | final price |
| Advanced Micro Devices (AMD) | five days earlier | +15.92% | final price |
| Asml Holding (ASML) | that day | -7.42% | final price |
| Asml Holding (ASML) | three days earlier | +1.96% | final price |
| Asml Holding (ASML) | five days earlier | +12.01% | final price |
| Broadcom (AVGO) | that day | -9.25% | final price |
| Broadcom (AVGO) | three days earlier | -0.99% | final price |
| Broadcom (AVGO) | five days earlier | +5.97% | final price |
| MU | that day | -15.08% | final price |
| MU | three days earlier | +4.84% | final price |
| MU | five days earlier | +17.56% | final price |
| Nvidia (NVDA) | that day | -8.58% | final price |
| Nvidia (NVDA) | three days earlier | +1.02% | final price |
| Nvidia (NVDA) | five days earlier | +6.76% | final price |
| QCOM | that day | -9.70% | final price |
| QCOM | three days earlier | -6.82% | final price |
| QCOM | five days earlier | +6.71% | final price |
| Vaneck Etf Trust (SMH) | that day | -9.86% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +0.71% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +11.33% | final price |
| SNDK | that day | -18.84% | final price |
| SNDK | three days earlier | +3.65% | final price |
| SNDK | five days earlier | +28.32% | final price |
| Ishares Tr (SOXX) | that day | -11.04% | final price |
| Ishares Tr (SOXX) | three days earlier | +0.56% | final price |
| Ishares Tr (SOXX) | five days earlier | +13.89% | final price |
| TSM | that day | -9.60% | final price |
| TSM | three days earlier | +0.78% | final price |
| TSM | five days earlier | +9.12% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Qualcomm (QCOM) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 55 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Qualcomm (QCOM) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 62 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Qualcomm (QCOM) (held by a spouse), worth $15,001 - $50,000 on 24 Aug 2026. That is 73 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 1 Oct 2026. That is 35 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 41 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. John J McGuire III bought Micron Technology (MU) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 42 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 62 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 76 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Advanced Micro Devices (AMD), worth $1,001 - $15,000 on 18 Aug 2026. That is 79 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 13 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 90 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 34 days before publication. Filed 27 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).
Who gains and who loses around Vaneck Etf Trust (SMH)
Companies tied to this story
- SMH Vaneck Etf Trust
Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Qualcomm, Micron, Sandisk, and AMD stocks sink, leading chip sector lower.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- SOXX Ishares Tr
Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Qualcomm, Micron, Sandisk, and AMD stocks sink, leading chip sector lower.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- AVGO Broadcom
In “Qualcomm, Micron, Sandisk, and AMD stocks sink, leading chip sector lower,” 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 “chip” (semiconductors) in this story
- ASML Asml Holding
In “Qualcomm, Micron, Sandisk, and AMD stocks sink, leading chip sector lower,” 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 “chip” (semiconductors) in this story
- NVDA Nvidia
In “Qualcomm, Micron, Sandisk, and AMD stocks sink, leading chip sector lower,” 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 “chip” (semiconductors) in this story
- AMD Advanced Micro Devices
In “Qualcomm, Micron, Sandisk, and AMD stocks sink, leading chip sector lower,” Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence. Reason on file: Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
Vaneck Etf Trust (SMH) and the semiconductors link
“Qualcomm, Micron, Sandisk, and AMD stocks sink, leading chip sector lower” (5 Nov 2026) reaches Vaneck Etf Trust (SMH) through Semiconductors.
The link for Vaneck Etf Trust (SMH) is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
The price range for Vaneck Etf Trust (SMH), and the dates in the story
AVGO traded between 319.31 and 373.32 across 20 sessions. The latest close on file is 325.63. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73.
The semiconductors score for Vaneck Etf Trust (SMH)
46 out of 100
“Qualcomm, Micron, Sandisk, and AMD stocks sink, leading chip sector lower” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.