Chip stocks hit rocky patch. What's next?

Chip Stocks Hit Rough Patch With More Volatility Ahead, Analysts Warn

The Globe and MailSemiconductor stocks have hit a rough patch following a prolonged rally, with analysts warning investors to prepare for continued volatility in the sector. The pullback has been tied to recalibrating expectations around AI-driven chip demand and uncertainty over inventory cycles and near-term earnings. Market observers are divided over whether the dip represents a buying opportunity or the beginning of a more sustained correction.