Semi Supply Chain Tracker

Market Overview -- June 7, 2026

Friday's close (June 5). All 30 tracked stocks declined amid a broad tech selloff. S&P 500 -2.64%, Nasdaq -4.77%.

Avg. Daily Change

-9.62%

All 30 stocks negative

Biggest Decliner

MRVL

-16.74% to $263.47

Most Resilient

CRDO

-4.88% to $206.89

Stocks Tracked

0 gainers / 30 losers

Biggest Losers

MRVL
Custom Silicon / Optical

-16.74%
$263.47

MU
Memory / HBM

-13.25%
$864.01

FN
Optical Manufacturing

-13.09%
$621.25

AAOI
Optical Transceivers

-12.76%
$177.00

CLS
AI Data Center Hardware

-12.61%
$371.71

Most Resilient

CRDO
High-Speed Connectivity

-4.88%
$206.89

ETN
Power Infrastructure

-5.42%
$395.94

SNPS
EDA Tools

-5.99%
$464.85

NVDA
GPU / AI Accelerators

-6.20%
$205.10

ASML
EUV Lithography Equipment

-6.59%
$1,641.74

Entry Zone Alerts

AVGO at $385.73 (-7.92%) -- In tranche territory. Previously flagged at $385.73; Friday's selloff pushed it right to this level. Consider scaling in.

NVDA at $205.10 (-6.20%) -- At $205 entry zone. Down from $218.66 Thursday close. Back at the level flagged since the June 6 selloff.

Full Price Table

Ticker	Price	Daily Chg	Sector
MRVL	$263.47	-16.74%	Custom Silicon / Optical / Networking
MU	$864.01	-13.25%	Memory / HBM
FN	$621.25	-13.09%	Optical Manufacturing
AAOI	$177.00	-12.76%	Optical Transceivers
CLS	$371.71	-12.61%	AI Data Center Hardware / EMS
TER	$357.93	-12.03%	Semiconductor Testing
AMKR	$64.95	-12.02%	Advanced Packaging / Testing
ASX	$34.03	-11.38%	Advanced Packaging / Testing
WDC	$511.72	-11.08%	Memory / Storage
QCOM	$215.94	-10.98%	Edge AI / Mobile
AMD	$466.38	-10.86%	GPU / CPU / AI Accelerators
COHR	$376.99	-10.64%	Optical Components / Transceivers
MPWR	$1,481.05	-10.38%	Power Management ICs
ENTG	$125.41	-10.34%	Semiconductor Materials / Chemicals
LRCX	$303.28	-9.85%	Semiconductor Equipment
AMAT	$453.01	-9.71%	Semiconductor Equipment
KLAC	$1,929.20	-9.47%	Semiconductor Inspection / Process Control
CIEN	$488.21	-8.85%	Optical Networking Equipment
CDNS	$376.19	-8.62%	Semiconductor Equipment (EDA)
AVGO	$385.73	-7.92%	Custom Silicon / Networking
ONTO	$253.24	-7.83%	Semiconductor Inspection / Metrology
VRT	$300.51	-7.23%	Power / Cooling Infrastructure
CRWV	$100.39	-7.07%	GPU Cloud / AI Infrastructure
ANET	$154.27	-7.07%	Data Center Networking
TSM	$415.17	-6.69%	Foundry
ASML	$1,641.74	-6.59%	EUV Lithography Equipment
NVDA	$205.10	-6.20%	GPU / AI Accelerators
SNPS	$464.85	-5.99%	EDA Tools
ETN	$395.94	-5.42%	Power Infrastructure
CRDO	$206.89	-4.88%	High-Speed Connectivity

Sector Breakdown

Sector	Avg. Decline	Worst Hit
Optical (COHR, FN, AAOI, CIEN)	-11.34%	FN (-13.09%)
Packaging & Testing (AMKR, ASX, TER)	-11.81%	TER (-12.03%)
Memory (MU, WDC)	-12.17%	MU (-13.25%)
GPU / AI (NVDA, AMD, MRVL, AVGO)	-10.43%	MRVL (-16.74%)
Semicap Equipment (AMAT, LRCX, KLAC, ENTG)	-9.84%	ENTG (-10.34%)
Power / Infra (ETN, VRT, MPWR)	-7.68%	MPWR (-10.38%)
EDA (SNPS, CDNS)	-7.31%	CDNS (-8.62%)
Networking (ANET, CRDO)	-5.98%	ANET (-7.07%)

Market Context & Catalysts

Hot Jobs Report Kills Rate Cut Hopes

Friday's stronger-than-expected employment data crushed expectations for near-term Fed rate cuts, triggering a broad risk-off move. Nasdaq dropped 4.77%, its worst day in months. Growth and high-multiple tech names bore the brunt.

MRVL Post-Earnings Collapse (-16.74%)

Marvell was the hardest-hit name in the tracker. Despite strong Q1 results reported May 27, profit-taking accelerated into Friday's broader selloff. MRVL had rallied 330%+ off its Feb lows before this pullback.

Memory Names Hammered: MU -13.25%, WDC -11.08%

HBM and storage names gave back significant gains. MU fell from $996 to $864 in just two sessions. The memory trade remains intact long-term but needs rate clarity to stabilize.

WWDC Monday (June 8) -- Potential Catalyst

Apple's WWDC kicks off Monday with Tim Cook's anticipated final keynote and the Siri + Gemini AI reveal. Could provide a sentiment catalyst for the broader AI/semi complex, particularly AVGO, QCOM, and TSM.

Optical Sector Carnage: FN -13.09%, AAOI -12.76%

The optical networking chain sold off hard. FN had been a standout YTD performer and was due for a correction. COHR at -10.64% also notable given its data center transceiver exposure.