Allegro MicroSystems, Lattice Semiconductor, Amkor, Teradyne, and Entegris shares plummet, what you need to know

What happened: Semiconductor equipment and manufacturing stocks fell after warnings that component supply chain bottlenecks and cleanroom space constraints will limit equipment makers from meeting demand through 2027. Key numbers: Allegro MicroSystems (NASDAQ:ALGM) fell 7.5%, Lattice Semiconductor (NASDAQ:LSCC) fell 10.3%, Amkor (NASDAQ:AMKR) fell 10.1%, Why it matters: CNBC reported that physical capacity hurdles may cap near-term revenue realization and tool delivery schedules, which weighed on investor sentiment across the broader semiconductor manufacturing and equipment space. Market: -6.2% today ($46.84), -37.6% YTD, 1.5x vol — as of 00:53 UTC

Semiconductor equipment and manufacturing stocks fell after warnings that component supply chain bottlenecks and cleanroom space constraints will limit equipment makers from meeting demand through 2027.

CNBC reported that physical capacity hurdles may cap near-term revenue realization and tool delivery schedules, which weighed on investor sentiment across the broader semiconductor manufacturing and equipment space. Market: -6.2% today ($46.84), -37.6% YTD, 1.5x vol — as of 00:53 UTC