SEMI.AX is trading at A$32.15, down 4.17%, amid mixed semiconductor-sector signals; available evidence does not confirm a matching sector-wide selloff during the relevant period.
- Concerns about chip demand and AI infrastructure spending, Intel’s weak guidance, and prior-session broad chip-stock losses provide a bearish backdrop.
- U.S. semiconductor shares rebounded on November 3.
- After the close, AMD reported record quarterly revenue, with data-center revenue up 97% year over year.