Geopolitics Alpha

Should Earnings Beat Require Action From Lattice Semiconductor (LSCC) Investors?

Published . Updated .

Key takeaways

  • Exposed: SMH, SOXX, TSM, AVGO, ASML
  • Market reaction: price tracking starts with the next trading session.

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SEMICONDUCTORSShould Earnings Beat RequireAction From Lattice Semiconductor(LSCC) Investors?LSCCGEOPOLITICS ALPHA

This report is about semiconductors.

Directly affected

  • LSCC Lattice Semiconductor-12.7% 19d

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-12.3% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF-15.7% 30d

    iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.

  • TSM Taiwan Semiconductor Manufacturing-8.8% 30d

    Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

  • ASML ASML Holding N.V-0.1% 17d

    ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

  • NVDA Nvidia-9.9% 30d

    Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

  • AVGO Broadcom-10.1% 30d

    Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LSCC+8.36%+7.78%baseafter closeafter closeafter closeafter close
SMH+9.78%+10.54%baseafter closeafter closeafter closeafter close
SOXX+12.64%+13.25%baseafter closeafter closeafter closeafter close
TSM+9.59%+8.27%baseafter closeafter closeafter closeafter close
ASML+7.22%+9.85%baseafter closeafter closeafter closeafter close
NVDA+7.75%+5.68%baseafter closeafter closeafter closeafter close
AVGO+6.21%+7.02%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.

Should Earnings Beat Require Action From Lattice Semiconductor (LSCC) Investors? Yahoo Finance

Source: Yahoo Finance

The price since 3 Nov 2026: Vaneck Etf Trust (SMH) versus the S&P 500

CompanyWhenMoveStatus
Asml Holding (ASML)three days earlier+9.85%final price
Asml Holding (ASML)five days earlier+7.22%final price
Broadcom (AVGO)three days earlier+7.02%final price
Broadcom (AVGO)five days earlier+6.21%final price
LSCCthree days earlier+7.78%final price
LSCCfive days earlier+8.36%final price
Nvidia (NVDA)three days earlier+5.68%final price
Nvidia (NVDA)five days earlier+7.75%final price
Vaneck Etf Trust (SMH)three days earlier+10.54%final price
Vaneck Etf Trust (SMH)five days earlier+9.78%final price
Ishares Tr (SOXX)three days earlier+13.25%final price
Ishares Tr (SOXX)five days earlier+12.64%final price
Taiwan Semiconductor Manufacturing (TSM)three days earlier+8.27%final price
Taiwan Semiconductor Manufacturing (TSM)five days earlier+9.59%final price

Congressional trades 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).

Vaneck Etf Trust (SMH) on one side of this semiconductors story

Companies mentioned with this story

  • SMH Vaneck Etf Trust

    For “Should Earnings Beat Require Action From Lattice Semiconductor (LSCC) Investors?,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story

  • SOXX Ishares Tr

    Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Should Earnings Beat Require Action From Lattice Semiconductor (LSCC) Investors?.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story

  • TSM Taiwan Semiconductor Manufacturing

    Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Should Earnings Beat Require Action From Lattice Semiconductor (LSCC) Investors?.” Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story

  • AVGO Broadcom

    In “Should Earnings Beat Require Action From Lattice Semiconductor (LSCC) Investors?,” 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 “semiconductor” (semiconductors) in this story

  • ASML Asml Holding

    Asml Holding (ASML) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Should Earnings Beat Require Action From Lattice Semiconductor (LSCC) Investors?.” Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story

  • NVDA Nvidia

    Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Should Earnings Beat Require Action From Lattice Semiconductor (LSCC) Investors?.” Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story

How semiconductors news reaches Vaneck Etf Trust (SMH)

Vaneck Etf Trust (SMH) is the company in “Should Earnings Beat Require Action From Lattice Semiconductor (LSCC) Investors?,” the 3 Nov 2026 Semiconductors story.

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

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

Price levels for Vaneck Etf Trust (SMH)

SMH traded between 511.68 and 639.33 across 20 sessions. The latest close on file is 522.89. SOXX traded between 460.13 and 596.35 across 20 sessions. The latest close on file is 471.44. TSM traded between 400.14 and 487.45 across 20 sessions. The latest close on file is 405.96.

What the saved facts support for Vaneck Etf Trust (SMH)

46 out of 100

“Should Earnings Beat Require Action From Lattice Semiconductor (LSCC) Investors?” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.