Bloomberg Daybreak: Asia Edition Asian Stocks Fall as Tech Selloff Gains Momentum
9 snips
Feb 5, 2026 Hartmut Issel, UBS APAC equities and credit chief, offers quick takes on sector rotation, AI demand and regional market drivers. Lianting Tu, Bloomberg Asia equities editor, breaks down tech and semiconductor moves in South Korea, Hong Kong and Taiwan. They discuss the tech selloff, AI capex impacts, chip supply and whether rotation signals broader market shifts.
AI Snips
Chapters
Transcript
Episode notes
Korean Chips Benefit From Memory Squeeze
- South Korea's market shows tech weakness but underlying investor sentiment remains bullish on chip makers like Samsung and SK Hynix.
- Memory shortages and higher prices boost Korean chip makers' outlook even as device makers face margin pressure.
Higher Memory Costs Threaten Device Margins
- Device makers like Nintendo will face higher memory costs after existing contracts expire, squeezing margins.
- Analysts recalibrate revenue and production forecasts because firms may make less or pay more for chips.
AI CapEx Flows Boost Asia Hardware Suppliers
- Big cloud players' AI CapEx benefits Asian hardware and equipment suppliers across the chip supply chain.
- Analysts issue bullish calls on Asia tech names because hyperscalers will funnel spending into regional chipmakers and equipment firms.