Vishay Intertechnology and Himax Shares Plummet Amid AI-Chip Rout

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โดย Yahoo Finance·Read original

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Vishay Intertechnology and Himax shares fell sharply in afternoon trading, dragged down by a broader sell-off in semiconductor stocks triggered by a leverage-driven rout in South Korean chipmakers and renewed doubts about debt-funded AI capital spending. Vishay Intertechnology dropped 8.6% and Himax fell 8.1% as the Philadelphia Semiconductor Index opened down roughly 7% a day after closing at a record high. The sell-off began in Asia after a local-media report that SK Hynix is slowing its high-bandwidth memory expansion and tilting toward cheaper commodity DRAM, which investors interpreted as a caution flag on AI data-center demand, sending SK Hynix and Samsung each down more than 10% and triggering a trading halt on the KOSPI. Compounding the pressure, a hawkish repricing of Fed rate expectations under new Chair Kevin Warsh pushed market-implied odds of a second 2026 hike to about 85% from roughly 60%, making debt-funded AI capex harder to justify at record valuations. Vishay Intertechnology, which is up 251% year-to-date, remains 16% below its 52-week high of $63.97 from June 2026.