Lattice Semiconductor Shares Fall 7.8% on SK Hynix HBM Slowdown Report

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โดย Yahoo Finance·Read original
Summary · why it matters

Shares of Lattice Semiconductor fell 7.8% in afternoon trading after a report that South Korea's SK Hynix is slowing its high-bandwidth memory expansion rattled the AI-chip complex. The decline was part of a broader sell-off in memory-related stocks, with Micron dropping 11% while logic-heavy Nvidia fell only about 3.6%. Analysts noted that SK Hynix's move to slow its HBM4 ramp is a margin-driven decision to redirect capacity into conventional DRAM, where shortages have pushed operating margins more than 15 points above HBM's, rather than a signal of cooling AI demand. The sell-off was also attributed to profit-taking after a parabolic run and a hawkish shift in rate expectations, with traders pricing 50 basis points of Fed hikes by December under new Chair Kevin Warsh. Lattice Semiconductor closed at $144.50, down 6.9% from the previous close.

Impact on stocks 5

Artificial Intelligence▼ · 3 stocks
Lattice Semiconductor Corporation
LSCC
▼ NegativeDemandrelevance

Lattice fell as part of a broad AI-chip sell-off triggered by SK Hynix's HBM slowdown report, though Lattice is not directly in HBM.

Semiconductors▼ · 2 stocks
SK Hynix Inc
000660
▼ NegativeSupplyrelevance

SK Hynix is the subject of the report that it is slowing HBM4 expansion to redirect capacity to conventional DRAM.

Micron Technology Inc
MU
▼ NegativeDemandrelevance

Micron dropped 11% as the HBM slowdown report directly impacts its memory business, despite analysts noting it's a margin-driven shift not a demand signal.

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