亚洲AI与芯片股跟随美股半导体抛售下跌

SoftBank sinks as Asia chip stocks track Wall Street AI rout
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SoftBank sinks over 9% as Asia chip stocks track Wall Street AI sell-off
Published Thu, Jul 16 2026
9:07 PM EDT
Updated 28 Min Ago
Lee Ying Shan
@in/ying-shan-lee
@LeeYingshan
WATCH LIVE
Key Points
Asia AI-linked stocks tumbled on Friday as a fresh rout in U.S. semiconductor shares spread across Asia.
The declines followed another weak session for U.S. technology stocks.
South Korea's markets were closed for a public holiday.
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CANADA - 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)
Sopa Images | Lightrocket | Getty Images
Asian tech stocks tumbled on Friday as a fresh rout in U.S. semiconductor shares spread across Asia, underscoring growing worries about AI spending.
Shares of
SoftBank
dropped 9.2%, while chip equipment maker
Tokyo Electron
lost 9% and
Advantest
slid 9.4%, tracking steep overnight losses on Wall Street.
Japanese memory chipmaker
Kioxia
plunged over 14% after a federal jury in Texas on Thursday
ordered the firm to pay $229 million in damages
after finding it infringed a Viasat patent related to computer memory technology.
South Korea's markets were closed for a public holiday. On Thursday, shares of SK Hynix closed over 11% lower.
Taiwan's
TSMC
fell 3.64% on Friday, a day after the company posted a sharp jump in profit, topping market expectations.
Chinese technology stocks also weakened. Hong Kong-listed shares of
Tencent
slipped 1.3%,
Meituan
fell 2.4% and
Kuaishou
lost 3.3%, while
Baidu
and
Alibaba
eased 0.7% and 1.3%, respectively.
The declines followed another weak session for U.S. technology stocks, with the Nasdaq Composite falling 1.47% as semiconductor shares came under renewed pressure.
The
VanEck Semiconductor ETF
fell almost 4%, with Arm Holdings dropping more than 5%.
Micron Technology
,
Advanced Micro Devices
Broadcom
each lost more than 5%, while U.S.-listed shares of
SK Hynix
slumped over 13%.
TSMC raised its full-year capital expenditure forecast
to between $60 billion and $64 billion, up from $52 billion to $56 billion, but investors focused instead on concerns that the industry's aggressive investment cycle might be becoming increasingly difficult to justify.
"Another wipe out for U.S. tech and AI with recent momentum winners taking another leg lower after TSMC's earnings yesterday in Asia were not seen as strong enough to justify further upside for the sector and raising concerns over excessive spending," said Andrew Jackson, strategist at Ortus Advisors.
Jackson said the sell-off reflected an unwinding of crowded AI momentum trades rather than a deterioration in the sector's long-term fundamentals.
The latest losses extend a sharp reversal in global AI-related shares after months of outsized gains, with investors increasingly questioning whether lofty valuations can be sustained as spending on AI infrastructure continues to accelerate.
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