NVIDIA Corporation

SK hynix Inc.

Taiwan Semiconductor Manufacturing Company Limited

Global investors withdrew about $500 billion from semiconductor stocks as a result of the sell-off that began on November 4 in the U.S. and continued on November 5 in Asian markets, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-05/global-chip-selloff-erases-500-billion-in-value-as-fears-mount?srnd=homepage-middle-east&amp;embedded-checkout=true">reported</a>. The total market capitalization of companies in the Philadelphia Semiconductor Index, a sectoral index, as well as in Bloomberg's index of Asian chipmakers decreased by that much.

The chip sector has lost $500 billion in capitalization due to the sell-off. What should investors do?

Intel Corporation

Apple Inc.

U.S. processor designer and manufacturer <a href="https://oninvest.com/issuers/intc?from=data">Intel</a> has approached iPhone maker <a href="https://oninvest.com/issuers/aapl?from=data">Apple</a> with a proposal to invest in its production, sources <a href="https://www.bloomberg.com/news/articles/2025-09-24/intel-is-seeking-an-investment-from-apple-as-part-of-its-comeback-bid">told</a> Bloomberg.

Intel has offered Apple to invest in its manufacturing - Bloomberg. Shares jumped

Micron Technology, Inc.

Micron has become one of the main beneficiaries of the investment boom in the AI sphere

Micron improved its outlook due to demand for AI memory. Will the stock rally continue?

ASML Holding N.V.

Wall Street is betting on a rise in equipment orders for the Dutch company next year

ASML stock has its third upgrade in a month. What prospects do analysts see?

There remain at least four bears on Wall Street who aren't overly impressed with the reporting of the world's top AI processor vendor

Analysts raised Nvidia's target for growth. Why are others expecting a 45% collapse?

The US will become the chipmaker's largest shareholder as a result of the deal

Intel has warned of risks due to the US government's acquisition of 10% of its shares

Intel stock outperforms the S&amp;P 500 index by more than double its 2025 growth rate

Trump confirmed that Intel agrees to give the U.S. a 10% stake. Quotes soared 7%

White House could become largest shareholder in processor maker

Trump administration may get 10% of Intel stock. Why did the stock plummet?

The US will impose duties of 100% on chip imports, Donald Trump has announced. However, he maintains that the levies will not apply to companies that have pledged to manufacture semiconductors in the US. Nvidia shares and TSMC securities fell as much as 1.5% at one point in the postmarket, but quickly recovered the losses. Intel shares jumped more than 3%.

Trump threatened 100% duties on chip imports. Intel shares jumped by 3%

Advanced Micro Devices, Inc.

AMD's adjusted gross margin could have been 54% instead of 43% if not for U.S. export restrictions

AMD increased revenue and gave a better-than-expected forecast, but the stock fell. What does this have to do with China?

The share of defect-free processors is still only 10%, although mass production is scheduled for the fourth quarter

Intel is having trouble creating a new chip. It is important to compete with TSMC

The bank expects AMD shares to rise 55.5%, while Goldman Sachs doesn't expect the price to rise at all

Processors