Asian Chip Stocks Slide After OpenAI Pauses Training Over Safety Review

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4▲0 ▼7Impact / 5
Summary · why it matters

Asian chipmaking stocks fell on Monday after OpenAI paused training, evaluation and inference with tool use for its most capable models while it strengthens safety controls. South Korea's SK Hynix fell 4.8% and Samsung Electronics dropped 4.6%, while Japan's Kioxia Holdings declined 2.3%. In China, Cambricon Technologies fell 5.7%, Luxshare Precision lost 4.9%, SMIC dropped 3.6% and NAURA Technology fell 3.3%. OpenAI said its latest training pause followed a security incident involving an internal research model and that its largest planned frontier reinforcement-learning run remains on hold while safeguards are reviewed. The weakness extended across major Asian technology-heavy markets, with South Korea's KOSPI down 2.3%, China's CSI 300 down 2% and the Shanghai Composite down 1.5%, while Hong Kong's Hang Seng rose 0.7% and Japan's Nikkei 225 slipped 0.1%. Taiwan's stock market was closed Monday for the September 28 public holiday marking Confucius' Birthday and Teachers' Day, so Taiwan Semiconductor Manufacturing and other major Taiwanese chipmakers did not trade.

Impact on assets 8

Semiconductors▼ · 3 stocks
SK Hynix Inc
000660
▼ NegativeDemandrelevance

SK Hynix fell 4.8% as OpenAI's training pause threatens demand for its AI memory chips.

Artificial Intelligence▼ · 1 stocks
Samsung Electronics Co Ltd
005930
▼ NegativeDemandrelevance

Samsung Electronics dropped 4.6% after OpenAI paused frontier model training, weighing on AI chip demand.

Others▼ · 4 stocks

Off-coverage companies 1

OpenAIPrivate± Mixed
Technologyrelevance

OpenAI paused training, evaluation and inference for its most capable models pending a safety review after a security incident.