Updated
Updated · Business Insider · Jun 26
Asian Tech Stocks Tumble as Kospi Sinks 8% on OpenAI IPO Delay, Apple Chip Shock
Updated
Updated · Business Insider · Jun 26

Asian Tech Stocks Tumble as Kospi Sinks 8% on OpenAI IPO Delay, Apple Chip Shock

3 articles · Updated · Business Insider · Jun 26

Summary

  • South Korea's Kospi fell more than 8% by midday Friday and Japan's Nikkei 225 lost about 5%, extending a regional tech rout that hit AI-linked chip stocks hardest.
  • SoftBank slumped 14% after a report said OpenAI could delay its IPO until next year, while Samsung and SK Hynix each dropped around 9% as investors reassessed the AI chip rally.
  • Apple's price increases across Macs and iPads — blamed on an unprecedented memory-chip shortage tied to AI data-center demand — sharpened fears that higher costs will curb consumer demand and squeeze margins.
  • Hong Kong's Hang Seng fell more than 2%, with Alibaba down another 5% after Anthropic accused it of exploiting advanced AI models.
  • Friday's slide capped a volatile week: Micron earnings had briefly lifted sentiment on Thursday, but South Korea and Japan's AI-driven markets were already vulnerable after sharp swings in semiconductor shares.

Insights

Will soaring chip costs finally burst the profit bubble for big tech?
How vulnerable is the global economy to a few chipmakers controlling the AI revolution?