Global chip stocks tumble after AI leaders call for slower development

Price ActionIndustry Impact 4
โดย Dow Jones·GLOBAL·Read original
Summary · why it matters

Chipmaker stocks around the world fell sharply after several executives at major US artificial intelligence companies called for slowing the pace of AI development over safety concerns. Dario Amodei, CEO of Anthropic, was the first to make the call, before executives at OpenAI and xAI warned of similar risks. Nvidia shares fell 3.4%, Micron Technology dropped more than 5%, while Broadcom and AMD each fell more than 4%. The PHLX Semiconductor Index on the Philadelphia market plunged 5.9%. US markets closed lower, with the Dow Jones ending at 52,421.20, down 152.09 points, or 0.29%. The S&P 500 closed at 7,619.98, down 37.00 points, or 0.48%, and the Nasdaq closed at 26,186.41, down 146.62 points, or 0.56%. In Europe, the STOXX 600 closed at 635.99, down 3.11 points, or 0.49%, with technology stocks falling 2.1%, led by French chipmaker Soitec, which posted the index's biggest drop at 12.5%. Asian markets opened mostly lower, with Australia's S&P/ASX 200 falling the most in the region at 0.46%, followed by Japan's Nikkei down 0.47% and South Korea's KOSPI down 0.43%. Hong Kong's Hang Seng was the only index to edge higher against the regional trend.

Impact on stocks 6

Artificial Intelligence▼ · 3 stocks
Broadcom Inc
AVGO
▼ NegativeDemandrelevance

Broadcom dropped more than 4% amid fears that slowing AI development will curb chip demand

NVIDIA Corporation
NVDA
▼ NegativeDemandrelevance

Nvidia shares fell 3.4% after AI executives called for slower development, threatening its AI chip demand

Semiconductors▼ · 2 stocks
Soitec SA
SOI
▼ NegativeDemandrelevance

Soitec posted the STOXX 600's biggest drop at 12.5% as slowing AI development threatens semiconductor demand

Micron Technology Inc
MU
▼ NegativeDemandrelevance

Micron fell over 5% as the push to slow AI development signals weaker future memory-chip demand

Space Economy▲ · 1 stocks

Off-coverage companies 2

AnthropicPrivate± Mixed
relevance

OpenAIPrivate± Mixed
relevance

© 2026 MarketDXNews