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● Advanced Energy supplies precision power to semiconductor manufacturers and data-center customers.
● Amtech supplies equipment to chipmakers and fell with the semiconductor group.
● Coherent makes optical-networking and AI-datacenter components tied to the AI build-out.
● Cohu makes semiconductor test handlers, and its business tracks chip production volumes.
● Entegris supplies materials and purity solutions used in semiconductor manufacturing.
● Flex is a global electronics-manufacturing-services provider tied to tech and AI hardware supply chains.
● FormFactor makes semiconductor test systems and probe cards.
● HUB is a sub-dollar cybersecurity micro-cap where small price changes mean large percentage moves.
● Ichor makes subsystems for semiconductor capital equipment, directly in the day's selloff path.
● Shares fell around 9% intraday at their worst point.
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