Western Digital and Vishay Intertechnology Stocks Drop Over 8% Amid Semiconductor Selloff

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

Western Digital and Vishay Intertechnology shares fell sharply in afternoon trading, dropping 8.8% and 8.5% respectively, as a semiconductor sector selloff intensified following TSMC's capital expenditure reset. TSMC raised its full-year 2026 revenue growth outlook to slightly above 40% but increased capital expenditure guidance to $60–$64 billion, up from a prior ceiling of $56 billion, while warning that overseas expansion and 2-nanometer ramp costs would dilute gross margins. The news compounded a selloff that began with ASML the day before, as investors shifted focus from robust AI-driven revenue to the heavy cash costs of scaling leading-edge manufacturing capacity. Memory stocks faced additional pressure after a South Korean brokerage lowered its second-quarter earnings forecast for SK Hynix, projecting operating profit of 60.4 trillion won, roughly 8% below consensus, due to the company's reliance on fixed-price long-term contracts for high-bandwidth memory chips that prevented it from benefiting from spot market price surges. Western Digital remains up 144% year-to-date but is trading 29.7% below its 52-week high of $651.88 from June 2026.

Impact on stocks 5

Semiconductors▼ · 4 stocks
SK Hynix Inc
000660
▼ NegativeDemandrelevance

Brokerage lowered Q2 earnings forecast 8% below consensus due to fixed-price HBM contracts missing spot price gains.

Vishay Intertechnology Inc
VSH
▼ NegativeCapitalrelevance

Shares fell 8.5% as part of semiconductor selloff triggered by TSMC's capex reset and margin dilution concerns.

ASML Holding N.V.
ASML
▼ NegativeCapitalrelevance

Selloff began with ASML the day before; mentioned as trigger for broader sector decline.

Cloud & Digital Infrastructure▼ · 1 stocks
Western Digital Corporation
WDC
▼ NegativeCapitalrelevance

Shares fell 8.8% amid sector selloff; additional pressure from SK Hynix earnings forecast cut affecting memory stocks.

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