Geopolitics Alpha

Samsung’s Chip Profit Drives Another Record Quarter

Published . Updated .

SEMICONDUCTORSSamsung’s Chip Profit DrivesAnother Record QuarterSSNLFGEOPOLITICS ALPHA

This report is about semiconductors.

Directly affected

  • SSNLF Samsung Electronics (KRX: 005930)

    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-5.7% 30d

    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

TickerT-5T-3T-1T0T+1T+2T+3
SSNLFNon-US listing (OTC); price checks may stay empty———————
SMH-7.89%-4.67%baseafter closeafter closeafter closeafter close
SOXX-8.88%-5.71%baseafter closeafter closeafter closeafter close
ASML-6.17%-4.45%baseafter closeafter closeafter closeafter close
NVDA-1.43%+0.31%baseafter closeafter closeafter closeafter close
TSM-6.22%-3.47%baseafter closeafter closeafter closeafter close
AVGO-8.13%-6.43%baseafter closeafter closeafter closeafter 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.

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Samsung’s Chip Profit Drives Another Record Quarter WSJ

Source: The Wall Street Journal

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

CompanyWhenMoveStatus
Asml Holding (ASML)three days earlier-4.45%final price
Asml Holding (ASML)five days earlier-6.17%final price
Broadcom (AVGO)three days earlier-6.43%final price
Broadcom (AVGO)five days earlier-8.13%final price
Nvidia (NVDA)three days earlier+0.31%final price
Nvidia (NVDA)five days earlier-1.43%final price
Vaneck Etf Trust (SMH)three days earlier-4.67%final price
Vaneck Etf Trust (SMH)five days earlier-7.89%final price
Ishares Tr (SOXX)three days earlier-5.71%final price
Ishares Tr (SOXX)five days earlier-8.88%final price
TSMthree days earlier-3.47%final price
TSMfive days earlier-6.22%final price

Trades by members of Congress and officials in the stocks in 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).

Who gains and who loses around Vaneck Etf Trust (SMH)

Companies tied to this story

  • SMH Vaneck Etf Trust

    For “Samsung’s Chip Profit Drives Another Record Quarter,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

  • SOXX Ishares Tr

    For “Samsung’s Chip Profit Drives Another Record Quarter,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

  • AVGO Broadcom

    For “Samsung’s Chip Profit Drives Another Record Quarter,” 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 “Samsung’s Chip Profit Drives Another Record Quarter,” 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

    Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Samsung’s Chip Profit Drives Another Record Quarter.” 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

    For “Samsung’s Chip Profit Drives Another Record Quarter,” 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

How semiconductors news reaches Vaneck Etf Trust (SMH)

The 29 Oct 2026 story “Samsung’s Chip Profit Drives Another Record Quarter” names Vaneck Etf Trust (SMH) because of Semiconductors.

For Vaneck Etf Trust (SMH), the reason on file says VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

Dates in the story, and the Vaneck Etf Trust (SMH) price range

AVGO traded between 320.28 and 380.84 across 20 sessions. The latest close on file is 351.90. SMH traded between 520.59 and 639.33 across 20 sessions. The latest close on file is 568.02. SOXX traded between 472.27 and 596.41 across 20 sessions. The latest close on file is 521.94.

How solid the semiconductors case looks

46 out of 100

“Samsung’s Chip Profit Drives Another Record Quarter” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.