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Semiconductor test equipment stocks including Aehr Test Systems and Teradyne dropped up to 10% amid profit-taking following massive year-to-date rallies. The selloff specifically targeted AI hardware…
AI infrastructure and semiconductor stocks tumbled as investors rotated into defensive sectors and energy. Surging 30-year Treasury yields compressed stretched growth valuations, sending the semicond…
Micron shares fell 28.7% in July amid AI-hardware valuation fears, weak SK Hynix earnings, rising Chinese memory-chip competition, and oil-driven inflation worries from the Iran conflict, pressuring …
Reuters reported a potential Trump administration ban on U.S. imports of new Chinese optical transceivers, hammering China's optical module makers like Zhongji Innolight, though analysts view it as a…