Shares of major chipmakers like Marvell, AMD, and Intel dropped sharply after Lam Research, a chip equipment supplier, warned of ongoing supply chain constraints that could limit semiconductor production into 2027. This supply squeeze is hitting companies heavily reliant on AI data center demand, causing a broad selloff in the semiconductor sector. While Lam Research expects the bottlenecks to ease soon, investors are cautious as upcoming earnings reports will reveal if supply issues impact chipmakers' growth. The semiconductor ETF fell 6%, outpacing the broader tech market decline, signaling focused pressure on chip stocks.
Following the supply chain concerns highlighted by Lam Research, chip stocks are under pressure on Pluang as of Oct 22, 2026 23:02 WIB. Marvell trades at USD 226.05, down 7.64% for the day, while Intel is at USD 87.64, down 5.72%. The semiconductor ETF SOXX also reflects the sector's weakness, down 5.50% at USD 482.28. Despite the selloff, Lam Research itself sees strong buyer interest with 97% buy orders on Pluang.
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