Asian equities

SK Hynix and Samsung Electronics lead the declines

Concerns over AI spending, Middle East conflict sparked heavy selling in semiconductor stocks, hammering Asian chip giants

Renewed bets on the AI trade boost chip stocks, with focus on the possible reopening of the Strait of Hormuz

MSCI’s gauge of Asia Pacific stocks slides 0.7%, as eight of its 11 industry groups post losses

The broader MSCI gauge of Asian shares slides 0.6%  

MSCI’s Asia Pacific equities gauge slips 0.4%, with a regional semiconductor benchmark down 1.6%

Analysts pick Singapore’s tech supply chain stocks and Malaysian palm oil planters to outperform

Asian chipmakers are in focus as investors fret about returns from massive AI spending

The region’s chipmakers are central to 2026’s tech-driven rally and more recent concerns about its staying power