Odaily Planet Daily report: According to MSX.COM data, the U.S. AI hardware supply chain has experienced large-scale selling, with declines across chip, memory, semiconductor equipment, and optical communication sectors. The Philadelphia Semiconductor Index fell 10.14%, down 13.67% since the beginning of the month.

In individual stocks, among semiconductor companies, AMD fell 15.51%, NVIDIA fell 7.86%, TSMC fell 9.23%, Broadcom fell 8.41%, and Arm fell 12.66%. The storage sector saw even more significant declines: Micron Technology fell 14.72%, SK Hynix fell 12.50%, SanDisk fell 19.27%, Western Digital fell 16.06%, and Seagate Technology fell 15.38%.

The semiconductor equipment and optical communications sectors also faced pressure, with Marvell Technology down 12.92%, Lumentum down 15.52%, Coherent down 15.20%, Applied Materials down 10.29%, Lam Research down 12.09%, and ASML down 7.67%.