The key earnings season that determines the future of AI trading was mediocre, causing global chipmakers' stock prices to fall, and investors are increasingly concerned about soaring costs and the sustainability of demand. Recent triggers include Amazon's massive capital expenditure figures and Intel's lower-than-expected sales forecast due to weak demand for PC processors. This has further fueled investors' concerns about the high cost of financing the AI boom and whether these huge investments will pay off. The Bloomberg Asian Chipmakers Index fell 1.8% on Friday. Among them, South Korea's SK Hynix and Japan's Edwin Test saw the biggest declines, both exceeding 6%. Korea's Kospi Index fell 4.3% at one point.

The key earnings season that determines the future of AI trading was mediocre, causing global chipmakers' stock prices to fall, and investors are increasingly concerned about soaring costs and the sustainability of demand. Recent triggers include Amazon's massive capital expenditure figures and Intel's lower-than-expected sales forecast due to weak demand for PC processors. This has further fueled investors' concerns about the high cost of financing the AI boom and whether these huge investments will pay off. The Bloomberg Asian Chipmakers Index fell 1.8% on Friday. Among them, South Korea's SK Hynix and Japan's Edwin Test saw the biggest declines, both exceeding 6%. Korea's Kospi Index fell 4.3% at one point.