Broadcom’s AI Durability Warning Triggers Sharp Drop In SK Hynix, Samsung In Korea; Nvidia's China AI Chip Share Falls As Huawei Closes In Yuvraj Malik Tue, October 13, 2026 at 3:21 AM EDT 3 min read 005930.KS -7.39% SKHY -4.02% NVDA -1.29% AVGO -1.88% KORU -11.82% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Samsung plunged 8% as concerns over AI infrastructure financing weighed on global semiconductor stocks.
Nvidia's share of China's data-center AI chip market fell to 34%, while Huawei captured 28% in the first half of 2026, according to IDC.
Retail sentiment weakened across memory and chip stocks.
South Korean semiconductor stocks tumbled on Tuesday as investors reassessed the sustainability of AI infrastructure spending after Broadcom (AVGO) and Intel (INTC) executives warned of financing constraints.
Samsung Electronics shares fell 8%, while SK Hynix dropped 4% in Seoul on Tuesday. South Korea's benchmark KOSPI was briefly halted as the sell-off intensified, while U.S. chip stocks continued to drop overnight ahead of Tuesday.
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The Direxion Daily South Korea Bull 3X Shares (KORU) declined 11.4% in U.S. overnight trading ahead of Tuesday.
Speaking at the DBS Asia Future Forward Conference in Singapore on Monday, Tan highlighted the enormous financing requirements associated with building out AI infrastructure. Intel CEO Lip-Bu Tan echoed those concerns, pointing to rising borrowing costs and questions about the returns on investment from AI infrastructure spending.
The comments triggered selling across AI-linked stocks, although some X users argued that investors had misinterpreted Hock Tan's remarks. "Broadcom CEO Hock Tan was actually incredibly bullish on AI demand and OpenAI. He was only criticizing the AI stock SELLERS," Tae Kim, author of tech newsletter Key Context, posted on X.
Separately, Nvidia's (NVDA) share of China's data-center AI chip market fell to 34% in the first half of 2026, as U.S. export restrictions limited supply and domestic competitors gained ground, according to IDC data Reuters reported.
Nvidia shipped 678,000 AI accelerators in China between January and June, down 44% from a year earlier. Huawei shipped 572,000 units, up from more than 300,000 a year earlier, capturing 28% of the market and narrowing the gap with its U.S. rival.
Washington has restricted China's access to Nvidia's most powerful processors, while Beijing has promoted domestic alternatives and required Chinese companies to seek approval for importing compliant Nvidia chips.
Huawei, T-Head, Kunlunxin and Cambricon together accounted for 95% of the non-GPU segment, which government agencies, internet companies and telecommunications providers are adopting, according to the Reuters report.
On Stocktwits, the retail sentiment for MU shifted to 'neutral' from 'bullish' the previous day, while the sentiment for AMD shifted to 'bearish' from 'neutral.' DRAM's sentiment flipped to 'bearish' from 'bullish.' The sentiment remained 'bearish' for SNDK, INTC and SOXX.
The latest stock moves follow a volatile period for the sector. SanDisk plunged 6% on Monday, marking the second-largest decline in the Nasdaq-100, while the iShares Semiconductor ETF (SOXX) ended lower for a fifth consecutive session.
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Yuvraj Malik has no position in any of the stocks mentioned in this article. StockTwits' news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy. This article was originally published on StockTwits.
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