Chip Stocks Qorvo, onsemi, and Lam Research Fall as Fund Survey Flags Overcrowding

Price ActionMacro
โดย Yahoo Finance·Read original
Summary · why it matters

Shares of Qorvo, onsemi, and Lam Research declined in afternoon trading amid a broader semiconductor sell-off triggered by a Bank of America fund manager survey showing 80% of respondents view semiconductors as the most crowded trade, the highest reading in the survey's history. The exit was intensified by May import prices rising 1.9%, nearly double the 1.1% consensus, and an annual gain of 6.7%, the largest since August 2022, which complicated the inflation outlook. Market anticipation of Kevin Warsh's first meeting as Federal Reserve Chair, with some expecting a hawkish hold, added to the pressure. Qorvo fell 4.1%, onsemi dropped 4.7%, and Lam Research also lost 4.7%.

Impact on stocks 3

Semiconductors▼ · 3 stocks
Lam Research Corp
LRCX
▼ Negativerelevance

Shares fell 4.7% as a fund manager survey flagged semiconductors as the most crowded trade, triggering a sector-wide sell-off.

ON Semiconductor Corporation
ON
▼ Negativerelevance

Shares dropped 4.7% amid a broader semiconductor sell-off driven by the crowded trade survey and macro headwinds.

Qorvo Inc
QRVO
▼ Negativerelevance

Shares fell 4.1% as the semiconductor sector sold off on the crowded trade survey and inflation data.

© 2026 MarketDXNews