[US AI Hardware and Semiconductor Stocks Plunge, Lumentum Falls Over 11%] According to DeepTech TechFlow, on November 4th, US AI hardware and semiconductor stocks collectively retreated, with the Philadelphia Semiconductor Index falling over 3.8%. Optical communication, storage, and equipment giants led the decline, with Lumentum plunging over 11%, the 3x Long Semiconductor ETF (SOXL) falling over 11%, Coherent falling over 8%, Marvell Technology falling over 8%, SanDisk falling over 7%, Seagate Technology falling over 7%, Western Digital falling over 6%, Micron Technology falling over 5%, Intel falling over 5%, SK Hynix falling over 4%, Arm falling over 4%, and ASML falling nearly 4%. Computing power leaders Nvidia, TSMC, and Broadcom all fell over 2%. Qualcomm bucked the trend, rising over 1%.