Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens - 24/7 Wall St.

Midday Wednesday saw semiconductor stocks under renewed pressure, with Broadcom (AVGO) down 4% to $375, AMD (AMD) off 4% to $457, and NVIDIA (NVDA) sliding 3% to $202. This selloff extends a challengi... Read original →

This selloff reflects a convergence of waning technical tailwinds and tightening liquidity, not mere sentiment. Broadcom’s AI chip shortfall exposes bottlenecks in sub-3nm EUV yield and HBM integration, pushing cost pressures upstream to equipment makers and downstream to cloud providers. Escalating U.S. export controls and Taiwan, China’s geopolitical volatility are forcing firms to build redundant supply chains, inflating operational costs by 15–20%. As capital rotates toward AI-native IPOs like Anthropic and OpenAI, NVIDIA may accelerate custom ASIC deals to lock in hyperscalers, while Intel could leverage its foundry arm to capture inference workloads. Over the next 12–24 months, only players with full-stack optimization and secured wafer capacity will survive; the rest face marginalization.