SK Hynix plunges 8% amid Asia tech rout as Fed rate hike fears, AI funding worries mount

Impact · against what's priced in

The sharp decline in Asian chip stocks marks a significant re-rating of the AI premium, shifting focus from demand-side strength to the financial feasibility of infrastructure builds. While underlying demand remains robust, the market is now aggressively pricing in the risk that higher borrowing costs will constrain hyperscaler CapEx.

000660.KS−0.80

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