AI Memory Stocks Lead Chip Selloff
Yahoo Finance ·
AI Memory Stocks Lead Chip Selloff Moz Farooque ACCA Fri, July 24, 2026 at 2:24 PM EDT 1 min read This article first appeared on GuruFocus . AI memory and semiconductor stocks fell broadly Friday after steep losses in Asian markets spilled into U.S. trading, pressuring some of the year's strongest technology names. South Korea's Kospi plunged 5.7%, with SK hynix down about 11% and Samsung ( SSNLF ) Electronics falling nearly 8%. Japan's Nikkei 225 dropped 2.7% as Kioxia, Tokyo Electron and Advantest posted sharp declines. Warning! GuruFocus has detected 3 Warning Signs with SSNLF. Is SSNLF fairly valued? Test your thesis with our free DCF calculator. The weakness quickly spread to U.S.-listed memory stocks. Micron ( NASDAQ:MU ) fell around 6%, while Sandisk ( NASDAQ:SNDK ) and SK hynix's ADR each dropped roughly 7%. Western Digital ( NASDAQ:WDC ) lost about 5%, and Seagate ( NASDAQ:STX ) declined nearly 4%. Other AI-related stocks also moved lower. AMD ( NASDAQ:AMD ) fell nearly 2%, Broadcom dropped about 2%, and Intel ( NASDAQ:INTC ) slid almost 4% despite reporting stronger-than-expected results. Networking and optical names, including Coherent, Lumentum and Celestica, suffered even steeper declines.
AI 시장 분석
AI memory and semiconductor stocks faced pressure as the sharp decline in Asian markets spilled over into U.S. trading. South Korea's KOSPI fell by 5.7%, while SK Hynix and Samsung Electronics dropped 11% and 8%, respectively. U.S.-listed memory stocks also plummeted, with Micron down 6% and Western Digital down 5%. AI-related stocks also declined, with AMD down 2%, Broadcom down 2%, and Intel down 4%.
상승 영향
- Semiconductors — If a recovery in the semiconductor sector is anticipated, AI memory and semiconductor stocks could also recover. A recovery in the semiconductor sector could mean price increases for memory and AI-related stocks.
하락 영향
- AI Memory — The sharp decline in AI memory and semiconductor stocks heavily impacted the semiconductor sector. The downturn in the semiconductor sector caused memory and AI-related stocks to plunge.
- Semiconductors — If the decline in the semiconductor sector persists, AI memory and semiconductor stocks could suffer a greater impact.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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