On October 6, economists from HSBC highlighted in a research report that Asia’s exports linked to artificial intelligence are exhibiting a trend of deceleration. The report disclosed that, in recent months, there has been a notable drop in seasonally adjusted shipments of electronic products from Asia. This downturn has also impacted China’s Taiwan region, a major supplier of chips. Although South Korea’s exports have maintained growth, buoyed by the robust prices of advanced memory chips, prices for other electronic components within the AI hardware supply chain have begun to decrease. Economists also observed that the growth momentum of AI hardware, which previously fueled Asia’s export surge, is now waning. They anticipate this slowdown, noting that after the substantial increase in spending by U.S. hyperscale cloud service providers and their subsequent rapid expansion, a natural deceleration in the pace of their capital expenditure growth was to be expected.