# AI & Compute News, Oct 23, 2026: Chip stocks slide as Lam Research supply warning deepens AI selloff

> Semiconductor shares fell sharply on 2026-10-22 after Lam Research flagged supply constraints. The iShares Semiconductor ETF (SOXX) dropped 6%, with AMD and…

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- **Updated:** 2026-10-23
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## Key data

- **Desk:** AI & Compute
- **Date:** Fri, Oct 23, 2026
- **Stories:** 6
- **Outlets cited:** 7
- **Items screened:** 12
- **Freshness:** last 48h

Semiconductor shares fell sharply on 2026-10-22 after Lam Research flagged supply constraints. The iShares Semiconductor ETF (SOXX) dropped 6%, with AMD and Marvell each down 8%. ## Lam Research supply warning triggers broad chip selloff Semiconductor stocks sold off on 2026-10-22 after Lam Research, a chipmaking equipment supplier, said near-term supply chain constraints had held back its revenue guidance on its October 21 earnings call. Marvell fell 8% to $224.64 and AMD fell 8% to $509.79 in morning trading, while Intel dropped 7% to $86.64. SOXX was down 6% against a 2% decline for the …

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## Sources

1. [Chip Stocks Fall as Supply Warning Deepens AI Selloff: Marvell and AMD Sink 8%, Intel Drops 7%](https://finance.yahoo.com/technology/articles/chip-stocks-fall-supply-warning-154508313.html)
2. [Why Are Nvidia, AMD and Micron Stocks Crashing Today? AI Spending Fears Hit Chips](https://stocksdownunder.com/nvidia-amd-micron-stocks-crashing-ai-spending/)
3. [JPMorgan says AI stock selling may be nearing its limit as positioning resets](https://www.investing.com/news/stock-market-news/jpmorgan-says-ai-stock-selling-may-be-nearing-its-limit-as-positioning-resets-4965415)
4. [Nvidia CEO Jensen Huang says neocloud demand is 'off the charts' but capital is scarce](https://www.cnbc.com/2026/10/22/nvidia-jensen-huang-neocloud-demand-capital.html)
5. [Nvidia's Huang says scarce capital is holding back neocloud growth (NVDA:NASDAQ)](https://seekingalpha.com/news/4655787-nvidias-huang-says-scarce-capital-is-holding-back-neocloud-growth)
6. [Google’s TPUs for AI workloads now run in Meta's data centers — TPUs sold to external customers for the first time, threaten Nvidia's market dominance](https://www.tomshardware.com/tech-industry/artificial-intelligence/googles-tpus-for-ai-workloads-now-run-in-at-metas-data-centers-tpus-sold-to-external-customers-for-the-first-time-threaten-nvidias-market-dominance)
7. [Nvidia Is Moving Deeper Into Intel, AMD Territory: Supermicro Rolls Out 256-CPU Vera Rack](https://finance.yahoo.com/technology/ai/articles/nvidia-moving-deeper-intel-amd-102313105.html)
8. [‘Just the beginning’: New Mexico AG warns AI industry after $25B Meta ruling](https://www.politico.com/news/2026/10/22/just-the-beginning-new-mexico-ag-warns-ai-industry-after-25b-meta-ruling-01133294)

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