{"id":424119,"date":"2026-07-28T12:46:00","date_gmt":"2026-07-28T12:46:00","guid":{"rendered":"https:\/\/dailybanglanewspapers.com\/news\/semiconductor-selloff-deepens-across-asia-as-market-questions-ai-boom-staying-power\/"},"modified":"2026-07-28T12:46:00","modified_gmt":"2026-07-28T12:46:00","slug":"semiconductor-selloff-deepens-across-asia-as-market-questions-ai-boom-staying-power","status":"publish","type":"post","link":"https:\/\/dailybanglanewspapers.com\/news\/semiconductor-selloff-deepens-across-asia-as-market-questions-ai-boom-staying-power\/","title":{"rendered":"Semiconductor Selloff Deepens Across Asia as Market Questions AI Boom Staying Power"},"content":{"rendered":"

<\/p>\n

\n

The semiconductor sector experienced a rout on July 27-28 as market confidence in sustained AI spending began to crack. SK Hynix fell 13% and Samsung<\/a> dropped 10% in a single session, dragging down South Korea\u2019s Kospi index by 9%.<\/p>\n

\"TSMC<\/p>\n

The selloff isn\u2019t isolated. Chipmakers from Taiwan to the US are under pressure as institutional investors reassess valuations baked into the assumption of endless AI spending growth.<\/p>\n

The Asian Impact<\/h2>\n

South Korea\u2019s chip sector absorbed the heaviest blows. SK Hynix, which supplies memory chips to data center operators, saw its stock crater as clients signaled they might slow purchasing. Samsung, which competes across memory and foundry services, mirrored the decline.<\/p>\n

Japan\u2019s chip-equipment suppliers also felt the pressure, as investors worried that AI-driven capacity additions would slow if cloud spending moderates.<\/p>\n

The Fundamental Question<\/h2>\n

The semiconductor sector\u2019s 2026 rally rested on a simple premise: AI adoption will accelerate indefinitely, requiring exponential growth in chip production. Nvidia\u2019s $750B deal announcement and TSMC\u2019s record numbers seemed to confirm this.<\/p>\n

But market reality is reasserting itself. Investors are asking: What happens if AI adoption plateaus? What happens if companies build AI capability but don\u2019t generate ROI? Who\u2019s holding the excess chip inventory?<\/p>\n

Forward-Looking Risk<\/h2>\n

Chip prices have already begun reflecting oversupply in memory segments. If data center operators continue to overspend on infrastructure relative to actual AI workload demand, we could see inventory buildup and price compression later in 2026.<\/p>\n

The semiconductor sector is cyclical. Booms are followed by busts. Right now, markets are pricing in a potential inflection point where AI-driven spending may not be sufficient to sustain the current capital intensity.<\/strong><\/p>\n

References<\/h4>\n

Bloomberg. (2026). Chip Stock Rout Deepens in Asia as TSMC Fails to Impress. Published July 17, 2026.<\/p>\n

\n
\n
\n
\"Zoom<\/p>\n
\n

\nZoom Bangla News<\/p>\n

\ninews.zoombangla.com<\/p>\n<\/div>\n<\/div>\n


\nFollow
\n<\/a><\/div>\n

\n

\nFollow iNews Zoombangla On Google<\/p>\n

\nOpen the Google follow page and tap the checkmark option to receive more updates from iNews Zoombangla in your Google news feed.<\/p>\n


\n\"Follow
\n<\/a><\/div>\n<\/div>\n<\/div>\n

<\/div>\n","protected":false},"excerpt":{"rendered":"

The semiconductor sector experienced a rout on July 27-28 as market confidence in sustained AI spending began to crack. SK Hynix fell 13% and Samsung dropped 10% in a single session, dragging down South Korea\u2019s Kospi index by 9%. The selloff isn\u2019t isolated. Chipmakers from Taiwan to the US are under pressure as institutional investors […]<\/p>\n","protected":false},"author":3,"featured_media":424120,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"fifu_image_url":"https:\/\/inews.zoombangla.com\/wp-content\/uploads\/2026\/07\/TSMC-price-hikes-AI-chip-manufacturing-1.jpg","fifu_image_alt":"","footnotes":""},"categories":[10],"tags":[],"class_list":["post-424119","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-lifestyle"],"acf":[],"_links":{"self":[{"href":"https:\/\/dailybanglanewspapers.com\/news\/wp-json\/wp\/v2\/posts\/424119","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dailybanglanewspapers.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dailybanglanewspapers.com\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dailybanglanewspapers.com\/news\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/dailybanglanewspapers.com\/news\/wp-json\/wp\/v2\/comments?post=424119"}],"version-history":[{"count":0,"href":"https:\/\/dailybanglanewspapers.com\/news\/wp-json\/wp\/v2\/posts\/424119\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dailybanglanewspapers.com\/news\/wp-json\/wp\/v2\/media\/424120"}],"wp:attachment":[{"href":"https:\/\/dailybanglanewspapers.com\/news\/wp-json\/wp\/v2\/media?parent=424119"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dailybanglanewspapers.com\/news\/wp-json\/wp\/v2\/categories?post=424119"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dailybanglanewspapers.com\/news\/wp-json\/wp\/v2\/tags?post=424119"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}