On July 29, Patrick Munnelly, an economist with Tickmill Group, highlighted in a research report that Asian stock markets are currently witnessing a capital reallocation, with investors pulling funds out of the technology sector. Notably, despite SK Hynix's stellar performance, its share price still plummeted by 9.6%, triggering a 6.0% slump in the Korea Composite Stock Price Index. Similarly, Taiwan's stock market, heavily weighted towards semiconductors, and Japan's stock market, also experienced declines of 3.8% and 1.5%, respectively. As the forefront sectors in Asian markets pivot towards consumer discretionary, financials, and energy, chipmakers have transitioned from being the 'darlings of the market' to acting as 'agents of volatility.' Although the artificial intelligence (AI) craze continues unabated, the market's threshold for absorbing negative news has markedly diminished.