Geopolitics Alpha

SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector

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SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector Yahoo Finance

Directly affected

  • AMD Advanced Micro Devices

    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

  • 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

TickerT-5T-3T-1T0T+1T+2T+3
AMD+9.29%+4.46%—+1.88%-3.93%-5.41%-11.03%
NVDA———————
TSM———————
ASML+4.76%+1.15%—-1.94%-5.79%-5.27%-6.25%
AVGO+5.95%+1.48%—+0.73%-2.38%-2.96%-7.36%
AMAT+6.64%+2.39%—-6.75%-10.24%-13.56%-17.75%
LRCX+7.91%+3.62%—-2.60%-7.35%-10.34%-14.72%
SMH———————
SOXX———————
QQQ———————
AOSL———————

SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector Yahoo Finance

Source: Yahoo Finance

The price since 13 Oct 2026: Vaneck Etf Trust (SMH) versus the S&P 500

Since the first closing price after “SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector,” Vaneck Etf Trust (SMH) is -2.98%. The S&P 500 fund (SPY) is -0.40% over the same days, a -2.59% difference versus the market.

CompanyWhenMoveStatus
AMATthat day-6.75%final price
AMATthe next day-10.24%final price
AMATtwo days later-13.56%final price
AMATthree days later-17.75%final price
AMATthree days earlier+2.39%final price
AMATfive days earlier+6.64%final price
AMDthat day+1.88%final price
AMDthe next day-3.93%final price
AMDtwo days later-5.41%final price
AMDthree days later-11.03%final price
AMDthree days earlier+4.46%final price
AMDfive days earlier+9.29%final price
ASMLthat day-1.94%final price
ASMLthe next day-5.79%final price
ASMLtwo days later-5.27%final price
ASMLthree days later-6.25%final price
ASMLthree days earlier+1.15%final price
ASMLfive days earlier+4.76%final price
AVGOthat day+0.73%final price
AVGOthe next day-2.38%final price
AVGOtwo days later-2.96%final price
AVGOthree days later-7.36%final price
AVGOthree days earlier+1.48%final price
AVGOfive days earlier+5.95%final price
LRCXthat day-2.60%final price
LRCXthe next day-7.35%final price
LRCXtwo days later-10.34%final price
LRCXthree days later-14.72%final price
LRCXthree days earlier+3.62%final price
LRCXfive days earlier+7.91%final price
SMH
SPY

Filings that name Vaneck Etf Trust (SMH) around 13 Oct 2026

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 collects and who pays in semiconductors

Companies tied to this story

  • SMH Vaneck Etf Trust

    For “SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector,” 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

  • SOXX Ishares Tr

    For “SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector,” Ishares Tr (SOXX) 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 “SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector,” 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 “SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector,” 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 “SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector.” 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 “SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector,” 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

    For “SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector,” 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

    For “SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector,” 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 semiconductors news reaches Vaneck Etf Trust (SMH)

On 13 Oct 2026, “SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector” is the story that connects Vaneck Etf Trust (SMH) to Semiconductors.

The link for Vaneck Etf Trust (SMH) is this: Semiconductor supply, export-control, or production shocks can transmit across the chip complex

A second company, Ishares Tr (SOXX), is listed for a different reason: Semiconductor supply, export-control, or production shocks can transmit across the chip complex

The price range for Vaneck Etf Trust (SMH), 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. 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.

The semiconductors score for Vaneck Etf Trust (SMH)

46 out of 100

“SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.