SK Hynix Inc000660
▼ ネガティブ供給関連度
SK Hynix is slowing HBM expansion, redirecting capacity to conventional DRAM, triggering a broad sell-off.
資産への影響 10
Semiconductors
SK Hynix Inc
Micron Technology IncMU
▼ ネガティブ供給関連度
Micron dropped 11% as memory names bore the brunt of the HBM slowdown news.
Applied Materials IncAMAT
▼ ネガティブ供給関連度
Applied Materials fell 8.3% in the broad semiconductor sell-off triggered by SK Hynix's HBM slowdown.
Entegris IncENTG
▼ ネガティブ需要関連度
SK Hynix's HBM slowdown reduces demand for specialty materials used in advanced memory production, hurting Entegris.
Teradyne IncTER
▼ ネガティブ需要関連度
SK Hynix slowing HBM expansion signals weaker near-term demand for semiconductor test equipment, impacting Teradyne's revenue outlook.
ASML Holding N.V.ASML
▼ ネガティブ需要関連度
Broad semiconductor sell-off and HBM slowdown imply reduced capital spending by memory makers, lowering ASML's lithography equipment demand.
ASM International NVASM
言及
Artificial Intelligence
Samsung Electronics Co Ltd005930
▼ ネガティブ供給関連度
Samsung dropped over 12% as part of the memory sell-off following SK Hynix's HBM slowdown report.
NVIDIA CorporationNVDA
▼ ネガティブ供給関連度
Nvidia fell about 3.6% as the AI-chip complex sold off, though less impacted as a logic-heavy name.
Information Technology
