AI memory and chip stocks fall again as SK hynix and Samsung slump despite strong TSM results

Price ActionIndustry Impact 4
โดย Seeking Alpha·Read original
Summary · why it matters

Shares of memory and AI-related stocks fell again in premarket trading on Thursday after South Korean peers SK hynix and Samsung Electronics tumbled for a second day despite strong earnings and outlook from Taiwan Semiconductor Manufacturing. SK hynix plummeted about 12% on the Korea Exchange, while Samsung slumped nearly 9%, dragging the Kospi Index down about 6.37%. TSM raised its 2026 revenue growth outlook for the second time this year and announced plans to invest an additional $100 billion to expand U.S. chipmaking capacity, bringing its total investment plan to $265 billion, yet its stock fell about 4%. American memory giant Micron Technology fell nearly 3% premarket, Western Digital slumped about 5%, Seagate Technology fell nearly 4%, and Sandisk tumbled about 6%. AI chipmaker Nvidia dipped about 1%, while Advanced Micro Devices declined nearly 3%, Broadcom and Qualcomm each fell about 2%, and chip equipment makers Lam Research, Applied Materials, KLA, and ASML each fell around 2%.

Impact on stocks 32

Artificial Intelligence▼ · 14 stocks
NVIDIA Corporation
NVDA
▼ NegativeDemandrelevance

AI chipmaker Nvidia dips about 1% amid broad AI-related stock decline.

Broadcom Inc
AVGO
▼ NegativeDemandrelevance

Broadcom falls about 2% as AI chip stocks slump; demand concerns.

Semiconductors▼ · 13 stocks
SK Hynix Inc
000660
▼ NegativeDemandrelevance

SK hynix plummeted about 12% on the Korea Exchange, leading memory stock declines.

Micron Technology Inc
MU
▼ NegativeDemandrelevance

Memory stocks fall as SK hynix and Samsung slump, dragging Micron down nearly 3% premarket.

Sandisk Corp
SNDK
▼ NegativeDemandrelevance

Sandisk tumbles about 6% premarket as memory stocks slump.

Applied Materials Inc
AMAT
▼ NegativeDemandrelevance

Memory and AI chip stocks fall, dragging equipment makers; weak demand signals for chip equipment.

ASML Holding N.V.
ASML
▼ NegativeDemandrelevance

Chip equipment maker ASML fell about 2% amid broad AI and chip stock declines.

KLA Corporation
KLAC
▼ NegativeDemandrelevance

KLA falls about 2% as chip equipment stocks decline; weak demand outlook.

Lam Research Corp
LRCX
▼ NegativeDemandrelevance

Lam Research falls about 2% amid broad chip equipment selloff; demand weakness.

Cloud & Digital Infrastructure▼ · 2 stocks
Western Digital Corporation
WDC
▼ NegativeDemandrelevance

Memory sector weakness drags Western Digital, a memory maker, lower despite TSM's strong results.

Information Technology▲ · 1 stocks
Cybersecurity & Digital Trust▲ · 1 stocks
Spatial Computing / AR/VR▲ · 1 stocks
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