((Automated translation by Reuters, please see disclaimer https://bit.ly/rtrsauto)) (Updates, additions with ASML news, stock market activity)
October 15 –
** Shares of Nvidia NVDA.O fell 4.2% to $132.24 on Tuesday, a day after the chipmaker hit a record closing record ** The stock ended Monday up 2.4% and about 2% off its intraday high of $140.76 hit on June 20, as investors bet on strong demand for the next generation of Blackwell artificial intelligence processors
** Late in the day, Bloomberg News reported that U.S. officials discussed the possibility of limiting sales of advanced AI chips from Nvidia and other U.S. companies, including Advanced Micro Devices
AMD.O, on a country-specific basis
** The United States has focused on Persian Gulf countries, the report said, adding that the new approach would set a cap on export licenses for certain countries in the interest of national security
**AMD lost 4.5% on Tuesday, while Intel INTC.O fell 2%
** Philadelphia semiconductor index .SOX down 4% on the session ** The biggest loser on the SOX index is Dutch chip equipment maker ASML ASML.O , whose shares listed in the United States plunged 16% after the early release of 3rd quarter results, showing the company was down on 2025 sales
** Other chip manufacturing equipment manufacturers Applied Materials AMAT.O , Lam Research LRCX.O and KLA Corp
KLAC.O, all down ~8%-~9%
** U.S.-listed shares of British chip designer Arm Holdings ARM.O lost more than 6%, Micron Technology MU.O fell 3%
**Even with Tuesday’s move, SOX is up ~25% year to date
