Semiconductor stocks retreat over worries about memory costs

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3▲0 ▼3Impact / 5
Summary · why it matters

Semiconductor stocks retreated on Friday, led by sharp declines in memory and storage names. Micron Technology and Sandisk dropped more than 6%, while Western Digital lost over 7%. Chipmakers including Nvidia, AMD, Broadcom, Intel, and Marvell also moved lower, and Qualcomm gave back some of the previous session's gains. The sell-off was driven by concerns that rising memory prices could squeeze margins and weigh on demand, after Apple and Microsoft raised prices on some products to offset surging memory costs. Sentiment was further pressured by a report of a potential delay to OpenAI's expected IPO, seen as a bellwether for the AI trade.

Impact on assets 13

Semiconductors▼ · 6 stocks
Micron Technology Inc
MU
▼ NegativeDemandrelevance

Rising memory prices from Apple and Microsoft price hikes could weigh on demand for Micron's memory chips.

Sandisk Corp
SNDK
▼ NegativeDemandrelevance

Rising memory prices from Apple and Microsoft price hikes could weigh on demand for Sandisk's memory products.

Artificial Intelligence▲ · 6 stocks
Cloud & Digital Infrastructure▼ · 1 stocks
Western Digital Corporation
WDC
▼ NegativeDemandrelevance

Rising memory prices from Apple and Microsoft price hikes could weigh on demand for Western Digital's storage products.

Off-coverage companies 1

OpenAIPrivate± Mixed
relevance

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