Acţiunile Micron, Seagate şi Western Digital scad puternic, pe fondul extinderii vânzărilor din sectorul semiconductorilor

Semiconductor stocks faced significant declines due to concerns over AI investment funding and rising competition from China. Major companies like Micron Technology and SanDisk saw drops of around 5%, while Seagate and Western Digital fell by 6%. The sell-off was exacerbated by ChangXin Memory Technologies' announcement of advancements in chip architecture. Despite this, analysts believe the Chinese firm lags behind global leaders in high-bandwidth memory. Asian markets also suffered, with SK Hynix and Samsung Electronics dropping over 10% and 7.4%, respectively. European stocks were similarly affected, with ASML and STMicroelectronics experiencing declines. Analysts suggest these corrections reflect investor worries about AI sector growth sustainability rather than immediate threats from Chinese manufacturers.