Intel Shares Drop 6% as SK Hynix HBM Slowdown Rattles AI Chip Stocks

Price Action

โดย Yahoo Finance·Read original

Summary · why it matters

Intel shares fell 6% to $132.43 after a report that South Korea's SK Hynix is slowing its high-bandwidth memory expansion triggered a sell-off across AI-chip stocks. The decline was part of a broader rout in memory names, with Micron tumbling 11%, while logic-focused Nvidia fell only about 3.6%. Analysts characterized the SK Hynix move as a margin-driven reallocation toward conventional DRAM rather than a signal of weakening AI demand, but the news sparked profit-taking after a parabolic run in memory stocks. Wedbush described the drop as a buying opportunity, citing intact enterprise demand.