The PHLX Semiconductor Index (SOX) fell 8.27% to 9,419.27 at 10:34 a.m. ET from Wednesday's close of 10,268.65, though it remained about 33.0% above its 2025 finish. The Semiconductor Industry Association reported global chip sales of $517.7 billion in the third quarter of 2026, up 24.1% from the second quarter, and $172.6 billion in September, up 146.8% from September 2025. Regionally, September sales rose 191.7% in the Americas, 141.4% in Asia Pacific/All Other, and 124.9% in China. Company results cited include Lam Research's September-quarter revenue of $8.22 billion with December-quarter guidance of $8.60 billion, plus or minus $400 million, and TSMC's third-quarter revenue of US$46.72 billion, up 41.2%.
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semiconductorsTSMCLam Research
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 11/04/2026 | 200.28 |
| Change that session | -3.10% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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