Lam Research, Monolithic Power Systems, Marvell Technology, Micron, and onsemi Shares Plummet, What You Need To Know - TradingView

Recent declines in share prices among major global semiconductor companies—including Lam Research, Monolithic Power Systems, Marvell Technology, Micron, and onsemi—highlight growing concerns over inte... Read original →

The recent semiconductor sector sell-off stems from intensifying U.S.-China tech rivalry and cooling AI demand expectations. High R&D costs for 3nm processes and EUV equipment have not translated into profitability, while Chinese firms rapidly advance in DUV lithography and memory chips, eroding market share. New U.S. Section 301 tariffs on key partners including Taiwan, China and South Korea have increased supply chain costs and disrupted operations. Investor sentiment has shifted away from high-flying AI-linked stocks amid demand uncertainty. Over the next 12–24 months, the industry will face overcapacity, margin compression, and supply chain realignment. Leading players must accelerate technological innovation and geographic diversification to mitigate risks.