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SAN FRANCISCO, Nov. 5, 2026 /PRNewswire/ -- Equity Insider News Commentary - Semiconductor stocks are having a hard session. As of 10:34 a.m. ET, the PHLX Semiconductor Index (SOX) stood at 9,419.27, down 8.27% from Wednesday's close of 10,268.65. Stocks dip sometimes, and perspective helps: based on daily closing prices, the index was still about 33.0% above where it finished 2025 (7,083.13) and about 31.0% above its level one year ago (7,190.27 on Nov. 5, 2025). Underneath the share prices sits a fresh stack of demand data, put on the record over the past three weeks by the industry's trade group, a major cloud provider and suppliers across the chip supply chain.
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