Chip firms fall in US and Asia as AI jitters rattle investors

Chip stocks fell sharply across US and Asian markets as AI-related selling intensified, with Samsung and SK Hynix down over 10% and Nvidia losing its position as the world's most valuable company to Apple. The sell-off reflects growing investor concerns about whether AI investments can generate returns sufficient to justify the hundreds of billions being spent.

This Wire brief sits within Fusion42's coverage of Semiconductors and AI Infrastructure. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.