U.S. AI hardware supply chain plunges across the board, Philadelphia Semiconductor Index falls more than 7%

Shenchao TechFlow reports that on November 5, according to Bitget market data, the U.S. AI hardware supply chain faced a broad sell-off, with chip, storage, semiconductor equipment, and optical communication sectors falling sharply across the board. The Philadelphia Semiconductor Index fell 7.25%.

On the chip stock side, AMD fell 12.94%, NVIDIA fell 5.33%, TSMC fell 6.99%, Broadcom fell 5.35%, Intel fell 8.12%, Qualcomm fell 9.00%, and Arm fell 10.65%. On the storage and hard disk stock side, SanDisk fell 13.77%, Western Digital fell 12.78%, Seagate Technology fell 12.74%, Micron Technology fell 10.78%, and SK Hynix fell 9.41%.

On the semiconductor equipment and optical communication stock side, Marvell Technology fell 10.03%, Lumentum fell 12.21%, Coherent fell 10.53%, Applied Materials fell 7.15%, Lam Research fell 8.66%, and ASML fell 5.98%.

Source: Shenchao TechFlow