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Tech & Innovation·July 29, 2026·1 min read

Shares in Asian chip firms plunge further as AI sell-off continues

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The continued sell-off in Asian chipmakers after SK Hynix’s miss shows how tightly AI expectations are now coupled to memory and GPU suppliers’ quarterly prints. For operators, treat AI infra pricing and availability as path-dependent on this sentiment—budget scenarios should include both a demand cool-off and a renewed squeeze if expectations reset upward.