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Anthropic's Warning on AI Seen as Temporary Setback for Chip Stocks
2 hour ago /
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Author：小编
Market strategists said that calls by AI executives to slow down the development of AI technology may suppress chipmakers and supply chain stocks in the short term. However, investment in computing power infrastructure remains robust, suggesting limited long-term impact. On Monday morning, shares of South Korean memory chipmaker Samsung Electronics fell as much as 4.1%, while SK Hynix tumbled 5.8%, as investors assessed the impact of adjustments in frontier model development strategies on corporate earnings. In the Japanese market, chip equipment company Advantest fell 4.7%, while memory chipmaker Kioxia Holdings plunged 9.3%.
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