---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42419139.md"
description: "$Teradyne(TER.US), $Aehr Test(AEHR.US), and $Amkor Tech(AMKR.US) all fell by double digits, with the Philadelphia Semiconductor Index declining for a second consecutive day.There was no specific negative news for any of these companies this time; it's just a collective valuation digestion after the SOX surged nearly 90% in Q2—the market is starting to question whether the optimistic AI pricing narrative has pushed valuations too far. The equipment and packaging/testing segments have high beta, so they're always the first to get hit during a pullback. What can truly disprove this is the order and gross margin guidance from these companies in Q3; before that, it looks more like pure portfolio rebalancing."
datetime: "2026-07-03T10:42:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42419139.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42419139.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42419139.md)
author: "[漩涡激流](https://longbridge.com/en/profiles/26968421.md)"
generator: "portal-rs"
---

# $Teradyne(TER.US), $Aehr Test(AEHR.US), and $Amkor…


### Related Stocks

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

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