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Series of events · Semiconductor Selloff

Chip stocks fall for eight days on China and AI concerns

Semiconductor shares dropped for eight straight sessions after reports of Chinese memory advances and doubts about AI funding.

3 eventsTue to SatMU+3.0%SNDK+1.4%STX+2.2%WDC+3.6%AMD+2.8%TSM+1.4%

Updated

The flow in 3 points

  1. Chip index fell 12.4 percent over seven sessions
  2. Longest decline since the 2008 financial crisis
  3. Demand expected to remain robust through 2027

What happened, in order

Times are Eastern

  1. Where it began

    Stocks fall

    Chip stocks declined after China's CXMT shared memory updates and Broadcom and Intel leaders raised concerns about AI project funding.

  2. Slide extends

    The Philadelphia Semiconductor Index dropped 12.4 percent over seven sessions and fell another 1.8 percent, its longest decline since 2008.

    Read the story

  3. Latest

    Demand forecast

    A South Korean finance official projected the semiconductor expansion will persist into 2027 despite recent market weakness and rate worries.

    Read the story

How they connect

The series begins with a stock decline following news of Chinese memory advances and AI funding concerns. The drop then extended to an eight day slide, after which a government official noted that demand is expected to remain robust through 2027.

What to watch

  • Semiconductor expansion projected to persist into 2027

The stocks in this series

  1. MU+3.0%Micron$903.67
  2. SNDK+1.4%Sandisk$1,256
  3. STX+2.2%Seagate Technology$644.21
  4. WDC+3.6%Western Digital$356.13
  5. AMD+2.8%AMD$531.28
  6. TSM+1.4%TSMC$424.37

Prices from Based on Mon, Oct 26 close · Opens Tue 9:30 AM ET. Each tile opens the stock's chart and news.

All series of events

A series is a short summary of connected news, for learning. Not verified and not advice. Check the full stories before you act.