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Chip Stocks Didn't Fall on Chip News This Week. They Fell on a 19-Year High in the 30-Year Treasury Yield.

The only company in the semiconductor index that reported this week posted record results.

Chip Stocks Didn't Fall on Chip News This Week. They Fell on a 19-Year High in the 30-Year Treasury Yield.

Published August 21, 2026 · Category: Finance

Overview

Semiconductor stocks sold off hard this week. The PHLX Semiconductor Index dropped about 5% on Tuesday and fell another 2% on Wednesday, and it now sits about 20% below the record it set on June 22.

A slide like that usually follows bad news. The unusual part is that there wasn't any -- at least not from the chip companies. The only company in the index that reported results this week, Analog Devices (NASDAQ:ADI), delivered records -- and told investors to expect a record fourth quarter on top of them.

Details

Most of the pressure came from outside the sector: a bond market pushing long-term borrowing costs to two-decade highs, with rising oil prices piling on. On Tuesday, the yield on the 30-year U.S. Treasury bond topped 5.33%, its highest level since June 2007, according to CNBC.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.