Memory Stocks Tumble Premarket as China DUV Threat and Korea Unwind Hit Micron, SanDisk, Seagate

Price ActionCommodity Impact 4
โดย Yahoo Finance·Read original
Summary · why it matters

Memory and storage stocks are plunging in Tuesday premarket trading, with Micron Technology down 6.7%, Seagate Technology down 7.2%, Western Digital down 7.6%, and SanDisk down 7.3% as of 7:15 a.m. ET. The selloff follows overnight losses in Asia where Samsung fell 13%, SK Hynix fell 15%, and Kioxia fell 18%, driven by three overlapping catalysts. Reports that China is developing deep ultraviolet lithography machines that could ship this year have revived fears of a global capacity flood threatening the memory pricing cycle. Additionally, NVIDIA's reported preparation of up to $750 billion in partnerships and financing tied to OpenAI and SK Hynix is stoking circular financing anxieties within the AI complex. A leveraged unwind in Korea's memory-dominated market is also pressuring memory and memory-adjacent stocks worldwide, with SanDisk already down 39% over the past month despite strong fundamentals such as Micron's Q4 revenue guide of $50.0 billion and Nomura's forecast of $2 trillion in DRAM sales by 2030.

Impact on stocks 8

Semiconductors▼ · 4 stocks
SK Hynix Inc
000660
▼ NegativeSupplyrelevance

China's DUV lithography development threatens global memory capacity flood, pressuring SK Hynix.

Micron Technology Inc
MU
▼ NegativeSupplyrelevance

China's DUV lithography development threatens memory capacity flood, pressuring pricing cycle.

Sandisk Corp
SNDK
▼ NegativeSupplyrelevance

China's DUV lithography development threatens memory capacity flood, pressuring pricing cycle.

Artificial Intelligence▼ · 2 stocks
Cloud & Digital Infrastructure▼ · 2 stocks
Seagate Technology PLC
STX
▼ NegativeSupplyrelevance

China's DUV lithography development threatens memory capacity flood, pressuring pricing cycle.

Off-coverage companies 1

OpenAIPrivate± Mixed
relevance

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