Lam Research, Lattice Semiconductor, Amkor, Entegris, and MACOM Stocks Trade Down, What You Need To Know

What happened: Several semiconductor stocks fell in the morning session after hotter-than-expected inflation data raised fears that elevated borrowing costs will curb AI infrastructure spending. Key numbers: September wholesale prices rose 1.3%, a 6.3% annual advance versus a 5.5% projection. The 10-year Treasury yield passed 5.27%. Why it matters: Analyst Dan Ives said compute demand remains sound, but climbing yields inflate project financing costs and intensify scrutiny on balance sheets, lengthening payback timelines and delaying order realization across the supply chain. Market: +1.0% today ($43.94), +2.6% YTD, 1.1x vol — as of 19:32 UTC Coverage: 3 outlets in 24h

Several semiconductor stocks fell in the morning session after hotter-than-expected inflation data raised fears that elevated borrowing costs will curb AI infrastructure spending.

Analyst Dan Ives said compute demand remains sound, but climbing yields inflate project financing costs and intensify scrutiny on balance sheets, lengthening payback timelines and delaying order realization across the supply chain. Market: +1.0% today ($43.94), +2.6% YTD, 1.1x vol — as of 19:32 UTC