BREAKING
KOSPI Briefly Sinks 10% on AI Selloff
0
%
KOSPI drop
0
min
trading halt
0
%
memory makers fell
Memory Names Lead the Slide
Samsung/SK Hynix
12
US chip stocks
8
AI Splits Tech Into Winners, Losers
Winners
●
Nvidia, Broadcom strong
●
Custom, high-performance chips
●
Pricing power
Losers
●
Commodity memory players
●
Weak cost pass-through
●
Squeezed margins
Chip Leaders Hold Their Edge
NVDA inference share
74
AVGO Q1 AI rev $B
8.4
AVGO YoY growth %
106
Pricing Power Decides the Winners
AI NEWS BLITZ
South Korea's KOSPI briefly plunged ten percent as AI stocks split into winners and losers.