AI spending worries push Samsung and SK Hynix down more than 10%
nordicinst · x · 2026-07-28
AI spending fears trigger a chip-stock selloff
The Guardian reports that renewed worries over AI infrastructure spending pushed South Korean chip stocks sharply lower. Samsung Electronics and SK Hynix both fell by more than 10%, dragging the Kospi to a three-month low.
The article says investors are increasingly worried about the borrowing behind AI datacentre buildouts, while a separate report about China’s homegrown chip-making equipment added to the pressure. Morningstar described the reaction as a knee-jerk selloff that may have been overdone.
Related event: South Korea AI Chip Stocks Plunge 10.84%, Global Compute Narrative Repriced(8 posts)→
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