---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41673274.md"
description: "$Tower Semicon(TSEM.US) fell five or six points, $SIVERS SEMICONDUCTORS AB(SIVEF.US) fell even harder—both ADRs of specialty processes got hit together. RF and photonic chips are just peripheral beneficiaries of the AI optical module narrative, and the peripherals get tossed first when sentiment recedes. 😔"
datetime: "2026-06-10T10:42:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41673274.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41673274.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41673274.md)
author: "[没有观点是观点](https://longbridge.com/en/profiles/27445273.md)"
---

# $Tower Semicon(TSEM.US) fell five or six points, $…


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