Chip Stocks Hold Selloff
2026-06-23 17:14
By
Andre Joaquim
1 min. read
A selloff for heavyweight chip producers pressured US equity indices on Tuesday.
The Nasdaq 100 slid 3% and the S&P 500 dropped 1%.
AI infrastructure companies, including semiconductor and memory chip producers, tanked on increasing skepticism that AI spending by hyperscalers will not meet returns.
On top of that, SK Hynix slowed production of advanced AI chips to boost commodity DRAM capacity, a sign that demand for compute could slow.
Micron, Lam Research, Sandisk, and Qualcomm plunged close to 10%, Tesla lost 5%, and Nvidia and Oracle slipped 3.5%.
On the same note, SpaceX plunged 16% before rebounding as it issued bonds only one week after its IPO, adding to caution on colossal capital expenditure.
Treasury yields remained elevated despite the decline in energy prices following the hawkish dot plot last week, limiting any respite for traditional sectors of the economy.
Still, gains for healthcare and consumer defensive companies aided the Dow to hover around the flatline.