SK Hynix Inc000660
▼ ネガティブ供給関連度
SK Hynix is slowing HBM4 expansion to redirect capacity to conventional DRAM for higher margins.
銘柄への影響 6
Semiconductors
SK Hynix Inc
Micron Technology IncMU
▼ ネガティブ資本関連度
SK Hynix slowing HBM expansion triggered broad AI-chip selloff; Micron fell 11% as memory sector took brunt.
Artificial Intelligence
NVIDIA CorporationNVDA
▼ ネガティブ資本関連度
Nvidia slipped 3.6% amid AI-chip selloff, but less impacted as logic-heavy stock.
Samsung Electronics Co Ltd005930
言及
Cybersecurity & Digital Trust
NXP Semiconductors NVNXPI
▼ ネガティブ資本関連度
NXP Semiconductors dropped 8.1% in the AI-chip selloff, despite not being a memory stock.
Spatial Computing / AR/VR
Universal DisplayOLED
▼ ネガティブ資本関連度
Universal Display fell 6.2% in the AI-chip selloff, though not directly memory-related.
テーマインパクト
カバレッジ外企業 1
Wedbush Inc.非上場± 混在
関連度