A · Important
[The AI hardware industry chain plummeted across the board, with the Philadelphia Semiconductor Index plunging more than 10% and SanDisk falling nearly 20%] On November 5, the U.S. AI hardware industry chain suffered a massive sell-off, with chips, storage, semiconductor equipment and optical communications sectors all falling. The Philadelphia Semiconductor Index fell 10.14%, and has fallen 13.67% since the beginning of the month.
In terms of individual stocks, among chip stocks, AMD fell 15.51%, NVIDIA fell 7.86%, TSMC fell 9.23%, Broadcom fell 8.41%, and Arm fell 12.66%; storage sector The decline was even more significant, with Micron Technology falling by 14.72%, SK Hynix falling by 12.50%, SanDisk falling by 19.27%, Western Digital falling by 16.06%, and Seagate Technology falling by 15.38%.
The semiconductor equipment and optical communications sectors were also under pressure. Marvel Technology fell 12.92%, Lumentum fell 15.52%, Coherent fell 15.20%, Applied Materials fell 10.29%, Lam Group fell 12.09%, and ASML fell 7.67%.
In addition, the three times long semiconductor ETF fell 31.63%, and has fallen 40.83% since the beginning of the month.
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