Western Digital fell nearly 7% as a broader risk-off move, rising long-dated bond yields and concerns about semiconductor demand pressured memory stocks. Seagate, Sandisk, Micron, SK hynix and Samsung Electronics also retreated, with the Philadelphia Semiconductor Index falling 5% on Tuesday, its worst session since late July, and an Asian semiconductor gauge later losing more than 3%. The South Korean selloff reflected concerns about weakening consumer-electronics demand, rising inventories and a potential memory-chip glut, while sentiment was also hurt after Seoul denied a report that it was discussing a semiconductor project as the first investment under its $350 billion U.S. commitment. Against that backdrop, Bitcoin held above $64,000 and Solana led gains among major cryptocurrencies, suggesting a possible short-term decoupling from technology equities, although a prolonged semiconductor selloff could still weigh on digital assets through shared exposure to interest-rate expectations, liquidity and risk appetite. Despite the decline, Western Digital remained sharply higher over 12 months, and analysts maintained a Buy consensus.