SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF
Published . Updated .
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the VanEck Semiconductor ETF (Symbol: SMH) where we have detected an approximate $224.2 million dollar outflow -- that's a 0.3% decrease week over week
Directly affected
- ASML Asml Holding
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
- 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
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
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.
Price reaction, T-5 to T+3
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the VanEck Semiconductor ETF (Symbol: SMH) where we have detected an approximate $224.2 million dollar outflow --…
Source: Nasdaq Markets
How far Alpha & Omega Semiconductor (AOSL) has moved since 18 Sep 2026
Since the first closing price after “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF,” Alpha & Omega Semiconductor (AOSL) is -13.91%. The S&P 500 fund (SPY) is -0.89% over the same days, a -13.02% difference versus the market.
Filings that name Alpha & Omega Semiconductor (AOSL) around 18 Sep 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 10 days after publication, inside 30 days. The filing is listed beside the story “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 5 days after publication, inside 30 days. The filing is listed beside the story “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 4 days after publication, inside 30 days. The filing is listed beside the story “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 24 days before publication, inside 30 days. The filing is listed beside the story “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF.”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 37 days before publication, inside 60 days. The filing is listed beside the story “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF.”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 42 days before publication, inside 60 days. The filing is listed beside the story “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF.”
- Rohit Khanna buy On Semiconductor (ON) ($1,001 - $15,000). That is 53 days before publication, inside 60 days. The filing is listed beside the story “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF.”
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 is named in “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF”
Companies carried with this story
- AOSL Alpha & Omega Semiconductor
In “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF,” 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
For “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF,” 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
For “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF,” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. 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
For “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF,” 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 “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF,” 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
In “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. 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 “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF” reaches Alpha & Omega Semiconductor (AOSL)
“SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF” (18 Sep 2026) reaches Alpha & Omega Semiconductor (AOSL) through this story.
Alpha & Omega Semiconductor (AOSL) is on the page because 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
A second company, GCT Semiconductor Holding (GCTS), is listed for a different reason: 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
The price range for Alpha & Omega Semiconductor (AOSL), and the dates in the story
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. NVTS traded between 8.29 and 13.19 across 20 sessions. The latest close on file is 8.63.
How solid “SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF” looks
46 out of 100
“SMH, ASML, ADI, LRCX: Large Outflows Detected at ETF” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.