Movement Alert｜NVIDIA Falls 3.01% in Regular Trading, SemiAnalysis Report Triggers AI Supply Chain Selloff Amid Macro Headwinds

Market Focus06-10 23:18

On June 10, NVIDIA fell 3.01% in regular trading to $202.14/share, with trading volume of $11.718 billion, as the broader semiconductor sector came under heavy pressure.

The decline was primarily triggered by a report from research firm SemiAnalysis published on June 9, which claimed that NVIDIA's 800VDC power architecture would be delayed to 2028 and CPO (co-packaged optics) mass production pushed back to 2028-2029 — well behind market expectations of 2027 full-scale deployment. The report sparked a broad selloff across optical communication and chip stocks. Additionally, US May CPI came in at 4.2% year-over-year, the highest since May 2023, while escalating US-Iran tensions further pressured risk assets.

NVIDIA's networking VP Gilad Shainer publicly refuted the report, confirming Spectrum-X CPO switches remain on track for H2 delivery. Morgan Stanley partially agreed with SemiAnalysis on CPO timelines but contradicted the 800V delay claim. Despite Apple confirming NVIDIA hardware usage for AI services, sentiment remained weak across the sector, with AMD down 4.3%, Broadcom down 5.0%, and Marvell down 3.77%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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