“Chip stocks get flushed as the Iran ceasefire cracks again. Fresh US strikes on Iran and tanker attacks in the Strait of Hormuz hit semiconductors from two angles: risk-off selling unwinds high-multiple positions, and real supply chain threats return for helium, bromine, and energy inputs that chipmakers depend on.”
“Deleveraging the semiconductor sector”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.