US China Export Controls Threaten SK Hynix's Multi-Billion-Dollar New York Chip Expansion Plan
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This report is about semiconductors and Chinese tech.
Directly affected
- SKHY SK hynix
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- KWEB KraneShares CSI China Internet ETF-4.6% 30d
KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “china” (Chinese tech) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds retailers. Linked by “china” (retail and consumer goods) in this story.
- FXI iShares China Large-Cap ETF-5.1% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).
- ASML ASML Holding N.V-0.1% 17d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- NVDA Nvidia-11.7% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-11.9% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SKHY | -1.61% | +9.84% | base | +2.18% | after close | after close | after close |
| SMH | +9.78% | +10.54% | base | +2.04% | after close | after close | after close |
| SOXX | +12.64% | +13.25% | base | +2.45% | after close | after close | after close |
| KWEB | -0.98% | -2.38% | base | -0.34% | after close | after close | after close |
| XRT | -3.55% | -1.68% | base | -1.91% | after close | after close | after close |
| FXI | -2.20% | -1.54% | base | -0.14% | after close | after close | after close |
| ASML | +7.22% | +9.85% | base | +1.77% | after close | after close | after close |
| NVDA | +7.75% | +5.68% | base | +2.16% | after close | after close | after close |
| TSM | +9.59% | +8.27% | base | +1.53% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
US China Export Controls Threaten SK Hynix's Multi-Billion-Dollar New York Chip Expansion Plan Stocktwits
Source: Stocktwits
Vaneck Etf Trust (SMH) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | that day | +1.77% | final price |
| Asml Holding (ASML) | three days earlier | +9.85% | final price |
| Asml Holding (ASML) | five days earlier | +7.22% | final price |
| Ishares China Large-Cap Etf (FXI) | that day | -0.14% | final price |
| Ishares China Large-Cap Etf (FXI) | three days earlier | -1.54% | final price |
| Ishares China Large-Cap Etf (FXI) | five days earlier | -2.20% | final price |
| Kraneshares Csi China Internet Etf (KWEB) | that day | -0.34% | final price |
| Kraneshares Csi China Internet Etf (KWEB) | three days earlier | -2.38% | final price |
| Kraneshares Csi China Internet Etf (KWEB) | five days earlier | -0.98% | final price |
| Nvidia (NVDA) | that day | +2.16% | final price |
| Nvidia (NVDA) | three days earlier | +5.68% | final price |
| Nvidia (NVDA) | five days earlier | +7.75% | final price |
| SKHY | that day | +2.18% | final price |
| SKHY | three days earlier | +9.84% | final price |
| SKHY | five days earlier | -1.61% | final price |
| Vaneck Etf Trust (SMH) | that day | +2.04% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +10.54% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +9.78% | final price |
| Ishares Tr (SOXX) | that day | +2.45% | final price |
| Ishares Tr (SOXX) | three days earlier | +13.25% | final price |
| Ishares Tr (SOXX) | five days earlier | +12.64% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | that day | +1.53% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | three days earlier | +8.27% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | five days earlier | +9.59% | final price |
| Spdr Series Trust (XRT) | that day | -1.91% | final price |
| Spdr Series Trust (XRT) | three days earlier | -1.68% | final price |
| Spdr Series Trust (XRT) | five days earlier | -3.55% | final price |
Congressional trades in the stocks in this story
- Rep. Gilbert Cisneros bought SK hynix (SKHY), worth $1,001 - $15,000 on 7 Aug 2026. That is 88 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 11 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 88 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 33 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 25 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 42 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 70 days before publication. Filed 14 Oct 2026. View the filing.
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 carried with this story
- SMH Vaneck Etf Trust
In “US China Export Controls Threaten SK Hynix's Multi-Billion-Dollar New York Chip Expansion Plan,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- SOXX Ishares Tr
In “US China Export Controls Threaten SK Hynix's Multi-Billion-Dollar New York Chip Expansion Plan,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- KWEB Kraneshares Csi China Internet Etf
Kraneshares Csi China Internet Etf (KWEB) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “US China Export Controls Threaten SK Hynix's Multi-Billion-Dollar New York Chip Expansion Plan.” Reason on file: KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “china” (Chinese tech) in this story
- XRT Spdr Series Trust
In “US China Export Controls Threaten SK Hynix's Multi-Billion-Dollar New York Chip Expansion Plan,” Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Retail ETF: it holds retailers. Linked by “china” (retail and consumer goods) in this story
- FXI Ishares China Large-Cap Etf
In “US China Export Controls Threaten SK Hynix's Multi-Billion-Dollar New York Chip Expansion Plan,” Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence. Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)
- ASML Asml Holding
For “US China Export Controls Threaten SK Hynix's Multi-Billion-Dollar New York Chip Expansion Plan,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
- NVDA Nvidia
Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “US China Export Controls Threaten SK Hynix's Multi-Billion-Dollar New York Chip Expansion Plan.” Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
- TSM Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “US China Export Controls Threaten SK Hynix's Multi-Billion-Dollar New York Chip Expansion Plan.” Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
Vaneck Etf Trust (SMH)
The 3 Nov 2026 story “US China Export Controls Threaten SK Hynix's Multi-Billion-Dollar New York Chip Expansion Plan” names Vaneck Etf Trust (SMH) because of this story.
What ties Vaneck Etf Trust (SMH) to the headline is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
The price range for Vaneck Etf Trust (SMH), and the dates in the story
KWEB traded between 22.90 and 25.02 across 20 sessions. The latest close on file is 23.13. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73.
How strong the case is around Vaneck Etf Trust (SMH)
46 out of 100
“US China Export Controls Threaten SK Hynix's Multi-Billion-Dollar New York Chip Expansion Plan” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.