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October 13; most U.S. storage and optical communications stocks declined, with Credo down 6.27%, while storage stocks including Micron and Western Digital also weakened.
October 13 In U.S. premarket trading, semiconductor and memory stocks broadly fell,SK SK hynix ADR fell 5%, while SanDisk and Micron fell more than 3%。
BlockBeats cited BIT(bit.com) market data as saying that,October 12 at the close of U.S. stocks, optical communications, storage, semiconductors and most Neocloud individual stocks fell,CIEN with LITE both falling nearly 10%。
According to BIT market data, U.S. storage and optical communications stocks narrowed their intraday losses, while individual stocks including Micron and AAOI remain down.
October 12 In U.S. premarket trading, semiconductor and storage stocks were mixed, while most optical communications stocks rose,LITE rose 5.22%leading the gains.
After the U.S. market opened, multiple stocks in the storage and optical communications sectors fell, with SanDisk down 1.40%, and Coherent down 4.51%。
October 5 In the U.S. premarket, semiconductor, memory and optical communications stocks mostly rose,ALAB rose 1.88%。
According to BIT market data, storage and optical communications shares broadly rose before the U.S. market open, with Micron Technology,SK SK hynix, SanDisk, Western Digital, Lumentum, and Corning all rising.
According to BlockBeats, citing BIT market data, U.S. stocks closed slightly lower on Tuesday, with the optical communications sector leading gains; Lumentum and Applied Materials both rose more than 5%. Most semiconductor stocks rose, while memory stocks posted mixed performance.
September 28 The three major U.S. stock indexes closed lower; most semiconductor, storage, optical communications and Neocloud related stocks declined, with ARM and CRDO both falling by more than 8%。
P Equity Research analyst Mr. P says hyperscalers have difficulty accurately forecasting demand 2 years out;AI future infrastructure investment may be constrained by cyclical spending, with storage,ABF substrates, and power potentially becoming the main bottlenecks.
September 25 U.S. premarket, semiconductor, optical communications, storage, and Neocloud-related stocks broadly rose, with Arm up 3.15%leading the gains.