Reported closing moves
Sina Finance’s November 6 turnover report states that NVIDIA closed down 9.26%, Micron 17.46%, AMD 17.26% and SanDisk 22.26% in the November 5 US session. These are the report’s closing figures, not substituted intraday moves.
Supply-chain questions
The report connects the selloff with concern over AI infrastructure investment. Any effect on HBM, DRAM or enterprise SSD demand still requires evidence from customer orders, company guidance and pricing. Share-price declines alone do not establish a realized demand contraction.
Evidence to watch
Review cloud-provider capital spending, official memory-company demand and capacity disclosures, and project progress. This attributed media summary provides neither price targets nor earnings forecasts or trading advice.