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FinanceSK Hynix, Samsung Electronics retreat as chip sell-off weighs on Asian stocks
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Shares of major South Korean chipmakers SK Hynix and Samsung Electronics fell as a broader sell-off in semiconductor stocks weighed on Asian markets. The decline reflects growing investor skepticism about whether the massive capital expenditures on artificial intelligence (AI) infrastructure can generate sufficient returns. The article notes that doubts over AI spending, returns, and valuations are deepening, contributing to the market downturn. The report, published by The Business Times Singapore on July 28, 2026, highlights the ongoing tension between high AI investment levels and investor demand for tangible profitability.
Source report
Investors increasingly seek signs that AI spenders can justify the billions of dollars poured into the technology
Published: Tue, Jul 28, 2026 · 10:04 AM
Shares of SK Hynix and Samsung Electronics declined on Tuesday, as a broader sell-off in semiconductor stocks dragged down Asian markets.
The downturn reflects growing investor scrutiny over whether companies investing heavily in artificial intelligence (AI) can deliver returns that justify the massive capital outflows.
“The latest sell-off in chipmakers shows that doubts over spending, returns and valuations are still deepening rather than fading,” analysts noted.
Source
The Business TimesRegional
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