South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries
Published . Updated .
South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries WUSA9
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
South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries WKMG
Source: WKMG
Vaneck Etf Trust (SMH) since this story, compared with the market
Since the first closing price after “South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries,” 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.
| 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 |
Disclosure records for Vaneck Etf Trust (SMH) within two months of 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 “South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries.”
- 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 “South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries.”
- 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 “South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries.”
- 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 “South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries.”
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 mentioned with this story
- SMH Vaneck Etf Trust
For “South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries,” 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
Ishares Tr (SOXX) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries.” Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
- AOSL Alpha & Omega Semiconductor
For “South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries,” 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 “South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries,” 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
In “South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries,” 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 “South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries,” 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 “South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries,” 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 “South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries,” 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
Vaneck Etf Trust (SMH) and the semiconductors link
Vaneck Etf Trust (SMH) is the company in “South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries,” the 13 Oct 2026 Semiconductors story.
Vaneck Etf Trust (SMH) is on the page because Semiconductor supply, export-control, or production shocks can transmit across the chip complex
Ishares Tr (SOXX) is here too. Its reason reads: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
What this semiconductors story puts on the calendar
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 strong the case is around Vaneck Etf Trust (SMH)
77 out of 100
“South Korea's Kospi index sinks more than 7% on sell-off of semiconductor shares over AI boom worries” scores 77 out of 100. The score uses 5 sources, and 8 linked companies.