WS #15793
The Korean semiconductor market is experiencing a sharp correction, with Samsung and SK Hynix falling over 10% as investors price in the threat of Chinese memory maker CXMT's 2026 DDR5 targets. This fear-driven selloff contrasts with the broader AI narrative, where Microsoft's launch of MCP server capabilities in SharePoint is boosting enterprise software sentiment. NVIDIA faces specific headwinds with its China market share dropping to 34% due to export controls, creating a divergence between US AI software strength and global hardware supply constraints.
Semiconductor Memory & AI Repricing
The Korean semiconductor market is experiencing a sharp correction, with Samsung and SK Hynix falling over 10% as investors price in the threat of Chinese memory maker CXMT's 2026 DDR5 targets. This fear-driven selloff contrasts with the broader AI narrative, where Microsoft's launch of MCP server capabilities in SharePoint is boosting enterprise software sentiment. NVIDIA faces specific headwinds with its China market share dropping to 34% due to export controls, creating a divergence between US AI software strength and global hardware supply constraints.