Chip Stocks Wipe Out $1 Trillion in Friday Bloodbath: 5 Stocks Alone Account for 60% of the Damage

Key takeaways

• Intel’s disappointing outlook sparked a $1 trillion chip‑stock wipeout, with Nvidia, AMD, TSMC, and Broadcom driving the bulk of the losses.
• Intel shares fell 28.4% to $65.92
• Nvidia lost $185 billion in market value
• Intel lost $138 billion

What happened

Semiconductor stocks lost about $1 trillion in market value on Friday, with five major chipmakers—Nvidia, Intel, AMD, TSMC, and Broadcom—accounting for roughly $610 billion of that decline. Intel’s shares fell 28.4% to $65.92 after a fourth‑quarter outlook that missed expectations, triggering a broader sell‑off. Nvidia dropped 3.6%, AMD 9.7%, TSMC 5.4%, and Broadcom 5.5%, each erasing between $90 billion and $108 billion in value. The drop also hit the iShares Semiconductor

Why it matters

The sharp fall in chip stocks reflects concerns over supply constraints, slowing PC demand, and weaker revenue

Short-term and longer-term

Short-term. Over the next few days, watch Intel’s share price for any rebound or further decline as the market digests the

Longer-term. For the coming months, the chip sector’s trajectory hinges on Intel’s ability to resolve wafer shortages and revive PC demand, as well as on broader AI infrastructure spending.