The U.S. semiconductor sector experienced a nearly double-digit drop during trading, increasing anxiety among domestic semiconductor investors.
According to market data shared online on July 28, major U.S. semiconductor stocks saw significant declines: SanDisk fell by 16.59%, Western Digital by 14.52%, Dell by 14.35%, Micron by 11.65%, Marvell by 10.98%, Lam Research by 10.56%, and AMD by 10.32%.
As leading semiconductor stocks plummeted, concerns grew that Samsung Electronics and SK Hynix could also be affected on July 29.
Investors are particularly focused on the upcoming earnings report from SK Hynix, viewing it as a critical factor. One online commenter expressed concern, stating, "If U.S. semiconductors are collapsing and Hynix's performance fails to meet expectations, the market could be significantly shaken tomorrow."
Other commenters shared varied reactions regarding investment failures and market conditions. One noted, "If you lack talent for investing, it’s better to focus on earned income," emphasizing the importance of long-term investment and realistic asset management.
However, some market analysts caution that it is still uncertain whether the sharp decline in U.S. semiconductor stocks will directly impact the domestic market. While the U.S. market shock could dampen investor sentiment for domestic semiconductor stocks, factors such as SK Hynix's earnings, future guidance, foreign investment flows, and exchange rates could all play a role.
Analysts believe that if SK Hynix's earnings exceed market expectations or if a positive outlook for AI semiconductor demand is presented, it could mitigate some of the initial shock in early trading.
* This article has been translated by AI.
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