Semiconductor stocks have fallen for eight straight sessions, marking their steepest decline in years, with the Semiconductor Index dropping 24% since mid-June while the S&P 500 gained 2%. This decline, reminiscent of the post-dot-com bubble period, reflects investor worries about whether AI-related spending will deliver sufficient returns amid rising borrowing costs and uncertain demand. Global technology equity funds saw $4.8 billion in outflows, suggesting a rotation away from tech stocks despite overall market inflows. The future trajectory depends on whether AI earnings and cash flows justify current valuations, with a sustained demand potentially leading to a market correction, while disappointing returns could cause a prolonged downturn.
As of Oct 20, 2026 19:43 WIB, Micron Technology (MU) trades at USD 887.00 on Pluang, down 1.98% for the day, reflecting some of the caution seen in semiconductor stocks. The stock's market cap stands at $1.02 trillion with a typical hold time of 49 days among Pluang investors. This aligns with the broader sector's recent struggles, highlighting investor uncertainty in technology amid the AI spending debate.
Memory chip stocks including SK Hynix, SanDisk, and Micron fell sharply after a selloff in Seoul revived concerns about the sustainability of AI-driven spending in data centers. SK Hynix dropped 4%, SanDisk 3%, and Micron 2%, reflecting worries that ...
Micron Technology's stock recently pulled back, presenting a buying opportunity with a base-case price target of $1,320 to $1,530. Growth in AI-driven memory demand, limited DRAM supply, and strong HBM segment expansion are boosting Micron's earnings...
Micron Technology's market value briefly returned to over $1 trillion after a 2.97% gain on October 19, following a 5.63% drop the previous session. This swing occurred without any new company announcements, suggesting the volatility may be driven by...
Micron Technology announced an investment in Indium Corporation to expand critical minerals processing and high-purity materials manufacturing in New York. This move supports Micron's $3 billion plan to strengthen the U.S. semiconductor supply chain ...
Micron's stock declined on Tuesday despite a rebound in the chip sector the previous day, driven by three key concerns: market instability in South Korea, the risk of a strike in Taiwan, and ongoing sector selloffs. These issues have raised investor ...
