TREE NEWS reports: Memory chip stocks broadly declined in US premarket trading, with SK Hynix and SanDisk dropping more than 3%, while Micron Technology and Western Digital each fell over 2%. Optical communication names also moved lower, as Corning, Coherent and Marvell Technology slid more than 3% and Lumentum lost over 2%.
Memory chip stocks fall in US premarket, SK Hynix and SanDisk down over 3%
AI take
The synchronized selloff across memory and optical names suggests traders are treating AI infrastructure as one trade rather than pricing memory and optics separately. That matters because these two legs of the AI supply chain have different demand drivers, yet they moved in lockstep in premarket. Whether this correlation holds once regular trading opens is the open question.
Generated by AI for reference only.
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