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many semiconductor stocks in the us stock market fell on tuesday. after nvidia's stock price plummeted by 9.53%, the stock prices of many semiconductor stocks and computing hardware stocks in the a-share market also fell on the 4th. many of the semiconductor stocks that fell included semiconductor foundries, ai chip manufacturers and storage manufacturers. many optical module stocks that are strongly tied to gpus (graphics processors) also turned red.

among the leading semiconductor foundries, smic fell 1.58% and huahong semiconductor fell 0.83%; among ai chip stocks, cambrian fell 0.65%, hygon information fell 1.1%, jingjiawei fell 0.45%, and yuntianlifei fell 0.66%; among storage-related stocks, lanqi technology fell 1.61%, biwin memory fell 0.39%, gigadevice fell 1.69%, and longsys fell 1.8%; among optical module concept stocks, data center module supplier zhongji xuchuan fell 3.24%, optical communication precision component solution provider tianfu communication fell 1.15%, and optical transceiver solution and service provider xinyi sheng fell 0.24%.

since the beginning of this year, there have been many calls for the semiconductor industry to recover. judging from the stock price performance, some stocks have indeed risen to highs this year, but have recently fallen back. judging from industry data and corporate financial reports, the recovery of the semiconductor industry does not seem to include all semiconductor categories.

judging from the overall demand of the semiconductor industry, global semiconductor sales showed signs of recovery in the second quarter. according to data recently released by the semiconductor industry association (sia), the total sales of the global semiconductor industry in the second quarter of this year was us$149.9 billion, an increase of 18.3% year-on-year and 6.5% month-on-month. however, other data show that the recovery of the semiconductor industry since july may be less than expected, especially the demand recovery in the field of memory semiconductors. although sia released data on tuesday that global semiconductor sales in july increased by 18.7% year-on-year, from a month-on-month perspective, ubs's recent research showed that semiconductor industry sales in july fell by 11.1% month-on-month, of which memory business sales fell by 31% month-on-month.