onsemi and Semtech Shares Are Falling, What You Need To Know - Yahoo Finance

On June 24, 2026, global semiconductor markets experienced significant volatility, with chip stocks such as onsemi (ON) and Semtech (SMTC) declining amid concerns over AI demand. The downturn was trig... Read original →

SK Hynix’s HBM slowdown reflects cost-benefit recalibration, not collapsing AI demand. Despite HBM4’s critical role in 3nm AI accelerators, its low yield and high EUV layer count make it far less profitable than commodity DRAM—especially under rising U.S. rates. This triggers upstream ripple effects: ASML and ASM may see delayed tool deployments, while NVIDIA must redesign future GPUs for tighter HBM availability. Samsung will likely exploit the gap to gain HBM share, intensifying intra-Korean rivalry. Over the next 12–24 months, the market faces 'phantom oversupply': structural HBM shortages alongside DRAM price wars. onsemi and Semtech, anchored in automotive and industrial analog chips, suffer only sentiment-driven dips—their fundamentals remain insulated.