Invezz
26 Jun 2026, 03:47 UTC · 18w ago
Asia tech rout widens: SoftBank sheds 12%, SK Hynix, Samsung plunge 8%
Impact · against what's priced in
Apple faces a negative catalyst as rising memory costs force price hikes, directly undermining the margin stability the market currently assumes. Conversely, the broader tech rout in Asia creates a potential entry point for Micron as memory pricing power shifts toward suppliers, while SoftBank's valuation is pressured by delays in AI liquidity events.
- AAPL−0.60
Challenges what's priced in
- The price assumes





