Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China
Published . Updated .
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Directly affected
- NVDA Nvidia
Named in this report.
Indirectly affected
- 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
- 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
Source: asiaone.com
The price since 10 Oct 2026: Vaneck Etf Trust (SMH) versus the S&P 500
Since the first closing price after “Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China,” Vaneck Etf Trust (SMH) is -7.14%. The S&P 500 fund (SPY) is -1.47% over the same days, a -5.67% difference versus the market.
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | that day | -1.85% | final price |
| AMAT | the next day | -8.47% | final price |
| AMAT | two days later | -11.90% | final price |
| AMAT | three days later | -15.16% | final price |
| AMAT | three days earlier | +2.71% | final price |
| AMAT | five days earlier | +6.91% | final price |
| AMD | that day | -2.23% | final price |
| AMD | the next day | -0.39% | final price |
| AMD | two days later | -6.07% | final price |
| AMD | three days later | -7.52% | final price |
| AMD | three days earlier | +6.26% | final price |
| AMD | five days earlier | +3.96% | final price |
| Alpha & Omega Semiconductor (AOSL) | that day | -4.69% | final price |
| Alpha & Omega Semiconductor (AOSL) | the next day | -7.27% | final price |
| Alpha & Omega Semiconductor (AOSL) | two days later | -15.93% | final price |
| Alpha & Omega Semiconductor (AOSL) | three days later | -16.36% | final price |
| Alpha & Omega Semiconductor (AOSL) | three days earlier | +4.84% | final price |
| Alpha & Omega Semiconductor (AOSL) | five days earlier | +3.94% | final price |
| ASML | that day | -1.67% | final price |
| ASML | the next day | -3.58% | final price |
| ASML | two days later | -7.36% | final price |
| ASML | three days later | -6.84% | final price |
| ASML | three days earlier | +1.39% | final price |
| ASML | five days earlier | +4.48% | final price |
| AVGO | that day | -1.87% | final price |
| AVGO | the next day | -1.15% | final price |
| AVGO | two days later | -4.20% | final price |
| AVGO | three days later | -4.77% | final price |
| AVGO | three days earlier | +4.13% | final price |
| AVGO | five days earlier | +0.27% | final price |
Filings that name Vaneck Etf Trust (SMH) around 10 Oct 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 12 days before publication, inside 30 days. The filing is listed beside the story “Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 17 days before publication, inside 30 days. The filing is listed beside the story “Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 18 days before publication, inside 30 days. The filing is listed beside the story “Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 46 days before publication, inside 60 days. The filing is listed beside the story “Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China.”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 59 days before publication, inside 60 days. The filing is listed beside the story “Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China.”
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 carried with this story
- SMH Vaneck Etf Trust
For “Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China,” 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 10 Oct 2026 story “Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China.” Reason on file: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
- AOSL Alpha & Omega Semiconductor
In “Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China,” 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
GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence in the 10 Oct 2026 story “Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China.” 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 “Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China,” 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 “Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China,” 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 “Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China,” 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 “Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China,” 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
On 10 Oct 2026, “Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China” is the story that connects Vaneck Etf Trust (SMH) to Semiconductors.
What ties Vaneck Etf Trust (SMH) to the headline is this: Semiconductor supply, export-control, or production shocks can transmit across the chip complex
Also listed, Ishares Tr (SOXX): 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.
The semiconductors score for Vaneck Etf Trust (SMH)
46 out of 100
“Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.