Semiconductor Stocks Fall 25% While Chipmakers Keep Escalating AI Infrastructure Spending
SOXX has dropped roughly 25% from its highs and leveraged semiconductor ETFs have lost over 60%, even as chipmakers keep committing capital to AI infrastructure. Amkor posted record results, SK hynix and KLA report rising AI-server demand, and Nvidia, the U.S. government and GlobalFoundries continued new funding commitments despite the equity sell-off.
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