Cracks Grow Across the AI Trade as Memory-Chip Stocks Tumble

Live updates

1. 44m ago

   AI Trade Faces New Risks as Memory-Chip Stocks Tumble

   The global artificial intelligence trade is under pressure due to a deepening selloff in chip stocks, instilling doubts about the sustainability of the AI investment boom. Memory-chip stocks, including those of Micron and SK Hynix, have tumbled amid fears of rising Chinese competition and slowing AI spending. This selloff has led to a significant decline in semiconductor shares, with South Korea's Kospi index sinking over 7%.

   Why it matters

   The AI investment boom has been a powerful theme in recent years, but it now faces new risks. The selloff in chip stocks has raised concerns about the sector's growth prospects. The AI trade has been driven by heavy investments in data centers and AI-related infrastructure, but investors are growing wary as rising rates threaten the sector's historic boom.

   What is confirmed

   • South Korea's Kospi index sank more than 7% on semiconductor share sell-off over AI boom worries.
   • Memory-chip stocks, including Micron and SK Hynix, have tumbled amid fears of rising Chinese competition and slowing AI spending.
   • The global artificial intelligence trade is coming under increasing pressure, with a deepening selloff in chip stocks.

   Still unconfirmed

   • Investors grow wary as rising rates threaten the AI sector's historic boom.

   What to watch next

   • The next earnings reports from major chip manufacturers
   • The impact of rising Chinese competition on the AI sector
   • The Federal Reserve's decision on interest rates
   Sources used for this update (15)

   1. Bloomberg.com — Korean Chip Stocks Sink on Chinese Rival Worry, Broadcom Remarks
   2. NBC News — South Korea’s Kospi index sinks more than 7% on semiconductor share sell-off over AI boom worries
   3. Bloomberg.com — Cracks Grow Across the AI Trade as Memory-Chip Stocks Tumble
   4. The New York Times — Chip Stocks Tumble on A.I. Spending Fears and Rising Chinese Competition
   5. Seeking Alpha — Semiconductor selloff: 10 chip stocks showing signs of oversold conditions (SMH:NASDAQ)
   6. Yahoo Finance — Micron, SK Hynix stocks tumble as chip sell-off deepens following South Korean market rout
   7. Morningstar — Samsung and SK Hynix Lead Chip Selloff as China Competition Fears Grow
   8. section.blog.naver.com — 2026.10.09(금) 오후 12시 주요 Headline Summary — 세계 뉴스로 배우는 영어 표현
   9. www.businessday.co.za — NEWS ANALYSIS | Chip stocks tumble as AI trade faces new risks
   10. finance.yahoo.com — Cracks Grow Across the AI Trade as Memory-Chip Stocks Tumble
   11. finance.yahoo.com — Is the AI Bubble Cracking? Chip Stocks Fall for 8 Straight Days
   12. financialpost.com — Cracks grow across the AI trade as memory-chip stocks tumble
   confidence 85%