Slide in Chipmakers Fuels a Wider Drop in Tech Shares
Published . Updated .
Slide in Chipmakers Fuels a Wider Drop in Tech Shares Bloomberg.com
Directly affected
- No company is 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
Slide in Chipmakers Fuels a Wider Drop in Tech Shares Bloomberg.com
Source: Bloomberg
Ishares Tr (SOXX) compared with technology stocks (XLK) since 13 Oct 2026
Since the first closing price after “Slide in Chipmakers Fuels a Wider Drop in Tech Shares,” Ishares Tr (SOXX) is -3.40%. The S&P 500 fund (SPY) is -0.40% over the same days, a -3.00% difference versus the market.
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | that day | -6.75% | final price |
| AMAT | the next day | -10.24% | final price |
| AMAT | two days later | -13.56% | final price |
| AMAT | three days later | -17.75% | final price |
| AMAT | three days earlier | +2.39% | final price |
| AMAT | five days earlier | +6.64% | final price |
| AMD | that day | +1.88% | final price |
| AMD | the next day | -3.93% | final price |
| AMD | two days later | -5.41% | final price |
| AMD | three days later | -11.03% | final price |
| AMD | three days earlier | +4.46% | final price |
| AMD | five days earlier | +9.29% | final price |
| ASML | that day | -1.94% | final price |
| ASML | the next day | -5.79% | final price |
| ASML | two days later | -5.27% | final price |
| ASML | three days later | -6.25% | final price |
| ASML | three days earlier | +1.15% | final price |
| ASML | five days earlier | +4.76% | final price |
| AVGO | that day | +0.73% | final price |
| AVGO | the next day | -2.38% | final price |
| AVGO | two days later | -2.96% | final price |
| AVGO | three days later | -7.36% | final price |
| AVGO | three days earlier | +1.48% | final price |
| AVGO | five days earlier | +5.95% | final price |
| LRCX | that day | -2.60% | final price |
| LRCX | the next day | -7.35% | final price |
| LRCX | two days later | -10.34% | final price |
| LRCX | three days later | -14.72% | final price |
| LRCX | three days earlier | +3.62% | final price |
| LRCX | five days earlier | +7.91% | final price |
Filings that name Ishares Tr (SOXX) around 13 Oct 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 15 days before publication, inside 30 days. The filing is listed beside the story “Slide in Chipmakers Fuels a Wider Drop in Tech Shares.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 20 days before publication, inside 30 days. The filing is listed beside the story “Slide in Chipmakers Fuels a Wider Drop in Tech Shares.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 21 days before publication, inside 30 days. The filing is listed beside the story “Slide in Chipmakers Fuels a Wider Drop in Tech Shares.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 49 days before publication, inside 60 days. The filing is listed beside the story “Slide in Chipmakers Fuels a Wider Drop in Tech Shares.”
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).
Ishares Tr (SOXX) on one side of this semiconductors story
Companies tied to this story
- SOXX Ishares Tr
Ishares Tr (SOXX) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Slide in Chipmakers Fuels a Wider Drop in Tech Shares.” Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
- SMH Vaneck Etf Trust
For “Slide in Chipmakers Fuels a Wider Drop in Tech Shares,” 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
- AOSL Alpha & Omega Semiconductor
In “Slide in Chipmakers Fuels a Wider Drop in Tech Shares,” 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
In “Slide in Chipmakers Fuels a Wider Drop in Tech Shares,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. 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
Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Slide in Chipmakers Fuels a Wider Drop in Tech Shares.” 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 “Slide in Chipmakers Fuels a Wider Drop in Tech Shares,” 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
In “Slide in Chipmakers Fuels a Wider Drop in Tech Shares,” 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
Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Slide in Chipmakers Fuels a Wider Drop in Tech Shares.” 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 “Slide in Chipmakers Fuels a Wider Drop in Tech Shares” reaches Ishares Tr (SOXX)
The 13 Oct 2026 story “Slide in Chipmakers Fuels a Wider Drop in Tech Shares” names Ishares Tr (SOXX) because of Semiconductors.
For Ishares Tr (SOXX), the reason on file says Semiconductor supply, export-control, or production shocks can transmit across the chip complex
A second company, Vaneck Etf Trust (SMH), is listed for a different reason: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
Dates in the story, and the Ishares Tr (SOXX) price range
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 solid the semiconductors case looks
46 out of 100
“Slide in Chipmakers Fuels a Wider Drop in Tech Shares” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.