韩国芯片制造商SK Hynix公布业绩后，亚洲及全球芯片类股票遭遇连续重挫。首尔Kospi指数周三下跌幅度最高达12.6%，这是连续第二天的下滑，跌幅超过前一天的11%，两日累计下跌超过40%，创下近一个月来的最低水平 1。其中，SK Hynix股价下跌16%，三星电子下跌近10% 1。由于这两家公司占据Kospi市值的一半以上，它们的大幅下跌直接拖累了整个指数的表现 1。
在亚洲其他市场，日本日经指数下跌1.5%，台湾的台积电股价下滑3% 1。美国芯片企业也未能幸免，英特尔、AMD、西部数据、希捷等公司的股票在周二纽约股市中均出现下滑 1。
尽管SK Hynix公布了第二季度创纪录的利润，但公司未能达到投资者的预期 1。Allspring全球投资公司的投资组合经理Gary Tan表示，"SK Hynix表现强劲，但在当今的AI市场，强劲已不够" 1。Kiwoom证券分析师Han Ji-young指出，"市场在周二下跌10%后寄望反弹，但这种希望已经消退，引发了恐慌性抛售" 1。
针对市场波动，韩国财政部长官Koo Yun-cheol向国会表示，政府正在审查市场稳定化措施 1。
Seoul's Kospi index declined as much as 12.6% on Wednesday, extending losses from the previous day's 11% drop, marking a combined fall exceeding 40% from peaks reached just over a month prior.1 The sharp pullback was triggered by disappointing investor reactions to strong earnings from South Korean chipmaker SK Hynix, which reported record second-quarter profits but fell short of market expectations.1 SK Hynix shares fell as much as 16%, while Samsung Electronics dropped nearly 10%, and since these two companies represent more than half of the Kospi's market capitalization, their declines reverberated across the broader semiconductor sector.1
The selloff extended beyond South Korea's borders, with Taiwan's TSMC shares falling 3% and Japan's Nikkei declining 1.5% on the same day.1 In the United States, major chip manufacturers including Intel, AMD, Sandisk, Western Digital, and Seagate all posted losses on Wall Street.1 According to Gary Tan, a portfolio manager at Allspring Global Investments, the market's harsh reaction reflected shifting expectations: "SK Hynix delivered strong results, but in today's AI market, strong is no longer enough."1 Han Ji-young, an analyst at Kiwoom Securities, attributed the continued decline to panic selling after initial hopes for a rebound evaporated following the previous day's plunge.1
South Korea's finance minister Koo Yun-cheol announced to the national assembly that the government was reviewing potential market stabilization measures in response to the volatility.1
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