---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42277884.md"
description: "The U.S. stock semiconductor equipment/testing and packaging sector has been collectively pushed down in this wave. $Credo Tech(CRDO.US) suffered the heaviest decline, falling -11.20%, marking another sharp drop following the -11% wave on 6/22. $Texas Instruments(TXN.US) fell over eight percentage points, while $Amkor Tech(AMKR.US), $Teradyne(TER.US), $Aehr Test(AEHR.US), and $Tower Semicon(TSEM.US) all fell around seven percentage points. There are three driving factors: first, renewed market concerns about the sustainability of AI capital expenditures; second, profit-taking in the memory sector after Micron's earnings, spreading to upstream equipment and back-end testing/packaging; third, institutional portfolio rebalancing at quarter-end hitting high-beta stocks. From a sector perspective, valuations on the supply side of the AI computing chain remain relatively high, and a pullback is a necessary pressure release, not the end."
datetime: "2026-06-29T10:18:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42277884.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42277884.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42277884.md)
author: "[没有观点是观点](https://longbridge.com/en/profiles/27445273.md)"
generator: "portal-rs"
---

# The U.S. stock semiconductor equipment/testing and…


### Related Stocks

- [CRDO.US](https://longbridge.com/en/quote/CRDO.US.md)
- [TSEM.US](https://longbridge.com/en/quote/TSEM.US.md)
- [TXN.US](https://longbridge.com/en/quote/TXN.US.md)
- [AMKR.US](https://longbridge.com/en/quote/AMKR.US.md)
- [TER.US](https://longbridge.com/en/quote/TER.US.md)
- [AEHR.US](https://longbridge.com/en/quote/AEHR.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**