---
title: "Semiconductor stocks slide amid bond yield surge and supply fears"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286954567.md"
description: "The Philadelphia Semiconductor Index experienced its sharpest drop since March, with major losses from Intel, Micron, and Sandisk. Concerns over a potential Samsung strike and a TSMC stake sale have raised fears about vulnerabilities in the global chip supply chain. Additionally, hedge fund exposure to semiconductors has reached 19% of global portfolios, increasing the sector's susceptibility to market fluctuations."
datetime: "2026-05-19T18:43:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286954567.md)
  - [en](https://longbridge.com/en/news/286954567.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286954567.md)
---

# Semiconductor stocks slide amid bond yield surge and supply fears

Sharpest drop since March: The Philadelphia Semiconductor Index plunged over two days, with Intel, Micron, and Sandisk among the biggest losers. Supply chain jitters: Fears of a Samsung strike and a TSMC stake sale rattled investors, highlighting vulnerabilities in the global chip supply network. Record exposure at risk: Hedge fund exposure to semiconductors hit 19% of global portfolios, leaving the sector more vulnerable to market swings.

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