Seagate, Kulicke and Soffa, and Lam Research Shares Plummet, What You Need To Know - TradingView

Recent market volatility in the semiconductor sector saw significant declines in shares of Seagate, Kulicke and Soffa, and Lam Research, driven by concerns over a potential cooling in demand for AI-dr... Read original →

This pullback in memory and equipment stocks reflects capital repricing expansion timelines—not a reversal in AI demand. Technically, even modest HBM slowdowns ripple through EUV lithography and 3nm packaging, pressuring K&S near-term despite rising advanced packaging needs. On compliance, U.S. export controls force Lam Research to reconfigure supply chains, raising costs and delaying deliveries. Strategically, SK Hynix’s capex caution avoids a price war, while Micron aggressively targets HBM3E share; Meta and NVIDIA’s shift to leased compute pushes chipmakers toward full-stack solutions. Over the next 12–24 months, low-margin NAND players will exit, while firms mastering HBM, CoWoS, and AI customization will dominate. This volatility is a filter for long-term capital to identify structural winners.