The Day Chip Stocks Lost 10% in a Week

On June 10, 2026, the Philadelphia Semiconductor Index (SOXX) dropped 10.2% in five days. Qualcomm fell 21%, AMD lost 13.5%, and even Nvidia shed 8.3%. But equipment makers like Applied Materials and ASML barely budged. Lucas and Luna dig into what caused the divergence: the difference between chip demand risk and structural fab investment. They trace the selloff to a single earnings warning from a smartphone chip customer, explain why memory makers like Micron got caught in the downdraft, and argue that the equipment order book remains insulated because foundries are still building for AI and advanced packaging. They also discuss what this means for investors trying to time the semis cycle. #SemiconductorStocks #ChipMarketSelloff #SOXX #Qualcomm #AMD #Nvidia #Micron #AppliedMaterials #ASML #SemiconductorEquipment #ChipCycle #AIInfrastructure #AdvancedPackaging #ChipInvestment #Technology #FexingoBusiness #BusinessPodcast #ChipIndustry Keep every episode free: buymeacoffee.com/fexingo