AI memory and chip stocks fall after Korea's Kospi and Japan's Nikkei slump

Price ActionIndustry Impact 4
โดย Seeking Alpha·Read original
Summary · why it matters

Shares of memory and AI-related stocks fell in premarket trading on Tuesday after Japan's Nikkei 225 dropped about 3.95% and South Korea's Kospi Index sank 10.84%. Memory maker Kioxia plummeted around 18.3%, Tokyo Electron tumbled about 11%, and Advantest slumped nearly 10% in Japan, while SK hynix fell about 15% and Samsung Electronics slumped nearly 13% in South Korea. Analysts cited concerns over AI infrastructure financing, China's technological advances, and growing competition, with Kiwoom Securities' Han Ji-young noting that reports of a Chinese company developing domestic DUV lithography systems reignited fears of accelerated capacity expansion by Chinese memory-chip makers. CXMT's strong stock-market debut on Monday added to oversupply worries, though Mercer Investments' Cameron Systermans said CXMT is likely years behind South Korean competitors in High-Bandwidth Memory. In the US, Micron Technology fell around 5%, Nvidia dipped about 1% after a report on its $19.6 billion lease commitment for a Texas data center, and chip equipment makers ASML, Applied Materials, Lam Research, and KLA all declined.

Impact on stocks 34

Semiconductors▼ · 16 stocks
SK Hynix Inc
000660
▼ NegativeCompetitionrelevance

Fears of oversupply from Chinese memory-chip makers' capacity expansion, including CXMT's strong debut.

ASML Holding N.V.
ASML
▼ NegativeDemandrelevance

Chip equipment makers fell amid broader AI and memory stock slump, with no company-specific news.

Micron Technology Inc
MU
▼ NegativeCompetitionrelevance

Fears of oversupply from Chinese memory-chip makers and CXMT's strong debut, plus broader sector sell-off.

Advantest Corp.
6857
▼ NegativeCompetitionrelevance

Fears of Chinese capacity expansion in chip equipment and broader sector decline.

TE Connectivity Ltd
TEL
▼ NegativeCompetitionrelevance

Fears of Chinese capacity expansion in chip equipment and broader sector decline.

Artificial Intelligence▼ · 13 stocks
NVIDIA Corporation
NVDA
▼ NegativeCapitalrelevance

Concerns over AI infrastructure financing and a $19.6B lease commitment for a Texas data center.

Cloud & Digital Infrastructure▲ · 2 stocks
Information Technology▲ · 1 stocks
Cybersecurity & Digital Trust▲ · 1 stocks
Spatial Computing / AR/VR▲ · 1 stocks

Off-coverage companies 1

长鑫存储技术（ChangXin Memory Technologies / CXMT）Private▲ Positive
Competitionrelevance

CXMT's strong debut and reports of domestic DUV lithography development signal competitive threat to incumbents.

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