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What’s Behind the Selloff in Chip Stocks?
The Wall Street Journal19d agobearish
What’s Behind the Selloff in Chip Stocks?

Asian chip stocks sold off today, pushing South Korea’s Kospi index 10% lower and Japan’s Nikkei 4% in the red. That followed a tough session for U.S. chipmakers that looks set to extend to today, with Intel, Micron and others sliding premarket.

Micron (MU) Faces New China Memory Pressure As CXMT IPO Tests AI Lead
Simply Wall St.19d agoneutral
Micron (MU) Faces New China Memory Pressure As CXMT IPO Tests AI Lead

China’s ChangXin Memory Technologies completed its IPO, signaling a push to build a domestic DRAM champion. The move highlights rising local competition for Micron Technology in commodity memory segments. Industry analysts currently see Micron maintaining a lead in high bandwidth memory used in AI systems. Micron Technology, ticker NasdaqGS:MU, sits at the center of this shift in the memory market as investors weigh how new Chinese capital could affect global supply. The stock trades at...