On September 10, Skyworks Solutions rose 5.02% in regular trading, reaching $80.46 per share with turnover of approximately $163 million, bucking a broadly weak semiconductor sector.

The rally came after a Bank of America analyst report highlighted that Skyworks Solutions is the least-held chip stock among active funds, with a holding ratio of just 3%. The report noted that fund positioning is heavily concentrated in compute, storage, and semiconductor equipment subsectors, with holding ratios of 74%, 43%, and 40% respectively. The analog chip segment saw its relative weighting decline by 4% on a month-over-month basis, reflecting persistent de-allocation from RF and analog chip names. The analyst emphasized that Skyworks Solutions, along with ON Semiconductor and Microchip Technology, sits at the deepest underweight levels across the semiconductor universe. Under such extreme positioning, any marginal improvement signal could trigger short covering and portfolio rebalancing flows.

Within the Semiconductors sector, the broader trend was notably negative. Among major peers, Micron Technology fell 4.25%, Intel dropped 4.18%, SK hynix declined 3.63%, Advanced Micro Devices lost 2.47%, and NVIDIA slipped 2.27%, underscoring the contrarian nature of Skyworks Solutions' rally.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)