--- 格式版本: 2 标题: "Semiconductor stocks trim losses as investors buy the dip" 原文链接: "https://finance.yahoo.com/markets/article/semiconductor-stocks-trim-losses-as-investors-buy-the-dip-130920103.html" 发布日期: "2026-07-17" 发布时间校准状态: "found" 发布时间来源: "llm:strict_original_body" 发布时间证据: "div class=byline-attr-time-style: Updated Fri, July 17, 2026 at 4:41 PM EDT 2 min read" 发布时间校准原因: "日期位于标题下方的作者/发布时间区域（byline-attr-time-style），明确标识为文章更新时间，符合文章发布时间的特征。" 发布时间校准置信度: "100" 发布时间候选数量: 15 发布时间严格候选数量: 4 发布时间原页读取状态: "原页面来自已抓取 HTML" 发布时间未找到原因: "候选日期无效或 LLM 未确认" 发布时间校准时间: "2026-07-19T22:21:17+08:00" 发现时间: "2026-07-19T17:46:04+08:00" 入库时间: "2026-07-19T14:22:43.081Z" 来源平台: "Tavily（AgentKey）" 搜索渠道: "tavily_web" 搜索词: "盛科交换芯片" 匹配关键词: - "Marvell" 相关厂家: - "NVIDIA" - "AMD" - "Broadcom" 相关专家: [] 内容类型: "网页" 抓取工具: "AgentKey Scrape" 清洗工具: "AgentKey Markdown + LLM 正文裁剪" 原始附件: [] AI优质: "否" AI打分: 25 AI分档: "非优质" AI质检状态: "不通过" AI打分理由: "文章为半导体股市行情报道，仅泛泛提及AI基础设施投资回报担忧，无超节点/AI Rack架构、技术细节或部署信息，正文为财经新闻，不符合高价值信号。" AI质检模型: "qwen3.6-plus" AI质检时间: "2026-07-19T22:22:42+08:00" AI主题相关性: 5 AI来源权威性: 10 AI新颖性: 5 AI技术细节: 0 AI商业部署信号: 5 AI完整性: 0 图片摘要: - "✗ ./assets/img-e9c820ac.webp | photo | 作者头像，与正文半导体股票主题无关" - "✗ ./assets/img-9ca1035c.png | other | 网页隐私设置控件图标，与正文内容无关" 采集批次: "2026年7月19日17点45分46秒" 采集批次ID: "20260719-174546-694" 去重键: "https://finance.yahoo.com/markets/article/semiconductor-stocks-trim-losses-as-investors-buy-the-dip-130920103.html" --- **What happened:** Semiconductor stocks trimmed losses on Friday as investors bought the dip. However, for the week, the PHLX Semiconductor Index ([^SOX](https://finance.yahoo.com/quote/%5ESOX/)) declined more than 9%. AI chip heavyweight Nvidia ([NVDA](https://finance.yahoo.com/quote/NVDA/)) dropped 2% on Friday, while AMD ([AMD](https://finance.yahoo.com/quote/AMD/)), Broadcom ([AVGO](https://finance.yahoo.com/quote/AVGO)), and Intel ([INTC](https://finance.yahoo.com/quote/INTC)) closed lower but off session lows. Marvell ([MRVL](https://finance.yahoo.com/quote/MRVL)) and Qualcomm ([QCOM](https://finance.yahoo.com/quote/QCOM/)) also trimmed losses, closing above the flatline. 521.81 -8.69 (-1.64%) At close: July 17 at 4:00:01 PM EDT SOXX MU SNDK Meanwhile, memory and storage highfliers Micron Technology ([MU](https://finance.yahoo.com/quote/MU/)) and Sandisk ([SNDK](https://finance.yahoo.com/quote/SNDK/)) flipped between positive and negative territory. Among semiconductor equipment makers, Applied Materials ([AMAT](https://finance.yahoo.com/quote/AMAT)) and Lam Research ([LRCX](https://finance.yahoo.com/quote/LRCX/)) declined more than 5% and 2%, respectively. Going into Friday's trading session, global semiconductor stocks had [shed $3.3 trillion](https://finance.yahoo.com/markets/article/the-33-trillion-chip-sell-off-is-nearing-a-bear-market-chart-of-the-day-100000286.html) in market value since June 22. **What's behind the move:** Semiconductor stocks have been volatile in recent weeks over concerns that investors will want to see a return on investment from big spenders on AI infrastructure. Artificial intelligence costs have been rising. Taiwan Semiconductor Manufacturing Company ([TSM](https://finance.yahoo.com/quote/TSM/)) this week guided to higher-than-anticipated capital expenditures, in part due to higher tool prices. Growing global competition in AI is also weighing on sentiment after Chinese startup [Moonshot unveiled Kimi K3](https://finance.yahoo.com/technology/ai/articles/chinas-moonshot-unveils-worlds-largest-020622030.html), believed to be the world's largest publicly available AI model that developers can download and run themselves. People visit the Moonshot AI stand, featuring Kimi K3, during the World Artificial Intelligence Conference (WAIC) in Shanghai on July 17, 2026. (CN-STR/AFP via Getty Images) · - via Getty Images The launch highlights the rapid progress of China's open AI ecosystem, coming a month after the US withdrew Anthropic's ([ANTH.PVT](https://finance.yahoo.com/quote/ANTH.PVT/)) Fable and Mythos models over security concerns. Meanwhile, on Thursday, Bloomberg reported that Alphabet ([GOOG](https://finance.yahoo.com/quote/GOOG), [GOOGL](https://finance.yahoo.com/quote/GOOGL/)) was behind schedule in delivering Gemini 3.5 Pro, its most powerful AI model. **What else you need to know:** Semiconductor companies have been a key beneficiary of the artificial intelligence build-out. Wall Street is still positive on the AI trade but will be looking toward earnings to drive the sector and overall market higher. Particularly, whether spending on AI will continue and is justified. "What we definitely need to see continue, though, is hyperscalers' capex," Principal Asset Management chief global strategist Seema Shah told Yahoo Finance earlier this week. "Their earnings need to be strong," she added. "They are really the foundation for the entire AI ecosystem." *Ines Ferre is a senior business reporter for Yahoo Finance. Follow her on X at* [*@ines\_ferre*](https://twitter.com/ines_ferre)*.* [**Click here for in-depth analysis of the latest stock market news and events moving stock prices**](https://finance.yahoo.com/topic/stock-market-news/) [**Read the latest financial and business news from Yahoo Finance**](https://finance.yahoo.com/news/) [Your Privacy Choices ![图片](./assets/img-9ca1035c.png)](https://guce.yahoo.com/state-controls?locale=en-US&state=VA)