Semiconductor Rally Accelerates as Apple Faces Slower Growth and Supply Challenges - Tekedia

Chipmakers such as SanDisk, SK Hynix, and Samsung Electronics surged on bets that AI demand for memory and high-bandwidth memory will stay strong.

Investors continued to favor semiconductor names tied to AI infrastructure.

Apple fell after giving a cautious fourth-quarter growth outlook and warning of worsening supply-chain constraints.

The split highlights a shift toward AI suppliers over consumer hardware makers facing slower growth and production limits.