Thursday Sector Laggards: Semiconductors, Precious Metals
Published . Updated .
In trading on Thursday, semiconductors shares were relative laggards, down on the day by about 2.9%. Helping drag down the group were shares of Trio-tech International, off about 29.4% and shares of First Solar off about 7.7% on the day. Also lagging the market Thursday are pr
Directly affected
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
In trading on Thursday, semiconductors shares were relative laggards, down on the day by about 2.9%. Helping drag down the group were shares of Trio-tech International, off about 29.4% and shares of First Solar off about 7.7% on the day. A…
Source: Nasdaq Markets
The price since 24 Sep 2026: First Solar (FSLR) versus the S&P 500
Since the first closing price after “Thursday Sector Laggards: Semiconductors, Precious Metals,” First Solar (FSLR) is -3.34%. The S&P 500 fund (SPY) is -0.62% over the same days, a -2.73% difference versus the market.
Who reported a First Solar (FSLR) trade near this story
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 4 days after publication, inside 30 days. The filing is listed beside the story “Thursday Sector Laggards: Semiconductors, Precious Metals.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 1 days before publication, inside 30 days. The filing is listed beside the story “Thursday Sector Laggards: Semiconductors, Precious Metals.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 2 days before publication, inside 30 days. The filing is listed beside the story “Thursday Sector Laggards: Semiconductors, Precious Metals.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 30 days before publication, inside 30 days. The filing is listed beside the story “Thursday Sector Laggards: Semiconductors, Precious Metals.”
- John Boozman buy First Solar (FSLR) ($1,001 - $15,000). That is 42 days before publication, inside 60 days. The filing is listed beside the story “Thursday Sector Laggards: Semiconductors, Precious Metals.”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 43 days before publication, inside 60 days. The filing is listed beside the story “Thursday Sector Laggards: Semiconductors, Precious Metals.”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 48 days before publication, inside 60 days. The filing is listed beside the story “Thursday Sector Laggards: Semiconductors, Precious Metals.”
- Rohit Khanna buy On Semiconductor (ON) ($1,001 - $15,000). That is 59 days before publication, inside 60 days. The filing is listed beside the story “Thursday Sector Laggards: Semiconductors, Precious Metals.”
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 First Solar (FSLR)
Companies carried with this story
- FSLR First Solar
First Solar (FSLR) is linked, with no stored direction, high confidence in the 24 Sep 2026 story “Thursday Sector Laggards: Semiconductors, Precious Metals.” Reason on file: The reported development directly names FIRST SOLAR INC in the summary; GA resolved that company to FSLR
- AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Thursday Sector Laggards: Semiconductors, Precious Metals.” 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 “Thursday Sector Laggards: Semiconductors, Precious Metals,” 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 “Thursday Sector Laggards: Semiconductors, Precious Metals,” 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
On Semiconductor (ON) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Thursday Sector Laggards: Semiconductors, Precious Metals.” 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 “Thursday Sector Laggards: Semiconductors, Precious Metals,” 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 24 Sep 2026 story “Thursday Sector Laggards: Semiconductors, Precious Metals.” 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 “Thursday Sector Laggards: Semiconductors, Precious Metals” reaches First Solar (FSLR)
On 24 Sep 2026, “Thursday Sector Laggards: Semiconductors, Precious Metals” is the story that connects First Solar (FSLR) to this story.
First Solar (FSLR) is on the page because The reported development directly names FIRST SOLAR INC in the summary; GA resolved that company to FSLR
Also listed, Alpha & Omega Semiconductor (AOSL): 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
Dates and price levels for First Solar (FSLR)
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. FSLR traded between 168.77 and 202.31 across 20 sessions. The latest close on file is 171.75. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51.
A simple score for First Solar (FSLR)
46 out of 100
“Thursday Sector Laggards: Semiconductors, Precious Metals” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.