--- title: "U.S. stock night trading volatility: Intel fell 3.10% in night trading, AI packaging benefits cannot hide concerns over foundry losses" type: "News" locale: "en" url: "https://longbridge.com/en/news/294892853.md" description: "Intel fell 3.10% in the night session; AMD fell 8.69% in the night session, with a transaction volume of USD 139 million; Micron Technology fell 1.36% in the night session, with a transaction volume of USD 107 million; SK Hynix fell 0.98% in the night session, with a transaction volume of USD 4.696 million" datetime: "2026-08-05T01:22:44.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294892853.md) - [en](https://longbridge.com/en/news/294892853.md) - [zh-HK](https://longbridge.com/zh-HK/news/294892853.md) generator: "portal-rs" --- # U.S. stock night trading volatility: Intel fell 3.10% in night trading, AI packaging benefits cannot hide concerns over foundry losses **U.S. Stock Night Market Movements** Intel fell 3.10% in the night market. Based on recent key news: 1. On August 3, Intel's EMIB-T advanced packaging technology achieved a yield of over 90%, raising market expectations for AI packaging demand. This news boosted the semiconductor sector, however, Intel's stock price still declined, indicating market concerns about its short-term profitability. Source: Guangjiao Observation 2. On August 3, Intel's wafer foundry division continued to incur losses, raising market concerns about its ability to effectively utilize capacity. Analysts pointed out that Intel may prioritize its own products for capacity, affecting the growth of its foundry business. Source: Business Weekly 3. On August 2, MediaTek confirmed the use of Intel's EMIB-T packaging technology in its AI ASIC project, demonstrating Intel's technological advantage in AI applications, but it failed to immediately boost the stock price. Source: Yahoo Finance, CNBC. The semiconductor industry demand is strong, and AI applications are growing rapidly. **Stocks with High Trading Volume in the Industry** AMD fell 8.69% in the night market. Based on recent key news: 1. On August 4, AMD announced quarterly revenue forecasts that exceeded Wall Street expectations, but the stock price still fell over 8% in after-hours trading. The strong expectations for its AI chip demand did not fully meet investors' high hopes, leading to a decline in stock price. 2. On August 4, AMD's second-quarter financial report showed a 50% year-on-year revenue growth, reaching $11.536 billion, and a 163% year-on-year increase in net profit, but the third-quarter revenue guidance did not meet some investors' high expectations, causing the stock price to drop over 9% in after-hours trading. 3. On August 4, AMD announced second-quarter capital expenditures of $808 million, far exceeding analysts' expectations of $298.6 million. Despite the performance exceeding expectations, the market still has doubts about its future growth rate, leading to a decline in stock price. AI chip demand is strong, and market expectations are high. Micron Technology fell 1.36% in the night market. Based on recent key news: 1. On August 3, Micron's union in Taiwan planned to strike, which could affect the DRAM supply chain. The union demands the removal of the performance bonus cap, and if the strike occurs, it will exacerbate HBM supply tightness. Source: Viewpoint Network 2. On August 4, Changxin Storage plans to expand production, intensifying competition in the global DRAM market. Micron's stock price was not significantly affected, as the market viewed it as a rotation of funds. Source: Barron's Weekly 3. On August 4, Bank of America reiterated its buy rating on Micron with a target price of $155, believing that the stock price pullback presents a buying opportunity. AI demand is driving strength in the memory chip sector. Source: Caixin Network. AI demand is driving strength in the memory chip sector. SK Hynix fell 0.98% in the night market. Based on recent key news: 1. On August 1, SK Hynix management confirmed during the earnings call that HBM4 has been mass-produced and shipped, and plans to expand supply in the second half of the year. This news indicates the company's long-term growth potential in AI hardware demand, although concerns about oversupply still exist Source: Zhitong Finance 2. On August 4th, multiple Wall Street financial institutions initiated coverage research on SK Hynix, giving it a "Buy" or "Overweight" rating, believing that the company's leadership position in the high-end memory chip sector is solid and that the current stock price is undervalued. This news drove the stock price up. Source: Yonhap News Agency 3. On August 3rd, a whale placed a $10 million long position on SK Hynix in the range of $991.22 to $1016.6, indicating market interest in bottom-fishing for the stock. This move may provide support for the stock price. Source: Golden Finance AI Hardware demand is strong, and market volatility is significant ### Related Stocks - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md) ## Related News & Research - [Nvidia Just Delivered Bad News for AMD and Intel](https://longbridge.com/en/news/297432140.md) - [07:00 ETKasm Technologies Expands Intel Partnership to Deliver Private AI Through Kasm AI Workspaces on Intel Xeon 6 with AMX](https://longbridge.com/en/news/297173288.md) - [Security Risk Advisors Launches SCALR AI as a Free SOC AI Platform for Security Teams](https://longbridge.com/en/news/297523531.md) - [Lorka AI Report Finds Higher Workplace AI Adoption Among Younger Workers](https://longbridge.com/en/news/297049938.md) - [Alset AI Ventures Inc. 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