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Chip stocks slide as Broadcom boss warns of AI capex 'casino'
Financial Times·KR · US·about 12 hours ago
Samsung, SK Hynix, and CXMT shares fell sharply this week, with Samsung down 7.4% and SK Hynix down 10.1%, as investors question whether AI-driven memory demand can sustain current profit growth. The sell-off follows a period of soaring prices and strong earnings, indicating a potential market correction in the semiconductor sector.
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