《Economic Information Daily, 13th Special Report》Global semiconductor stocks fell further as concerns intensified over competition from Chinese companies and overheating in AI-related trading. South Korea's KOSPI Composite Stock Price Index, dominated by chip stocks, plunged over 7% at one point on Tuesday and closed down 5.46%.

Samsung Electronics fell more than 8% during trading and closed down 7.39%; SK Hynix closed down 10%, both dragging down the KOSPI index. China's STAR 50 Index fell as much as 3.60%, Japan's flash memory manufacturer Kioxia closed down over 13%, and U.S. chipmakers' shares also declined overnight.

Broadcom CEO Hock Tan compared market sentiment to a casino, describing many investors drawn by the AI boom as gamblers who "don't even know what they're investing in." He also warned that financing for AI infrastructure development would be a key issue, as current high interest rates begin to impact debt-heavy deals, threatening the once-booming IPO market.

Jung In Yun, CEO of Fibonacci Asset Management Global, said that China's memory manufacturer CXMT achieved a technological breakthrough in new memory architecture, overshadowing Samsung Electronics, which has similar R&D efforts, dampening market sentiment. (rc)