The global semiconductor sector has been in sell-off mode over the past month. Interestingly, Nvidia is holding up just fine.

It's the only major US semiconductor still posting a positive 1-month return.

1-month return, 10 largest semiconductors by market cap:

🇺🇸 Nvidia +1% $NVDA
🇺🇸 AMD -2% $AMD
🇳🇱 ASML -4%
🇺🇸 Broadcom -5% $AVGO
🇹🇼 TSMC -5%
🇺🇸 Applied Materials -5% $AMAT
🇺🇸 Lam Research -14% $LRCX
🇺🇸 Micron -18% $MU
🇺🇸 Intel -20% $INTC
🇰🇷 SK hynix -26%