SK Hynix Falls, Murata Plunges; Tencent Gains on AI Momentum

Bullish Gator

Asian chip gauge down; SK Hynix -3.8% ahead of US IPO, Murata plunges 10.6% on Nvidia delay, Tencent jumps 5.2% after JPMorgan cites AI-driven rebound.

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What stands out

Asian tech names moved on a single Bloomberg report that NVIDIA’s next-generation artificial intelligence (AI) server-rack system has been delayed by more than a year, a manufacturing snag that knocked printed-circuit-board suppliers and helped push SK Hynix lower while Tencent climbed on JPMorgan optimism. The clip shows how one hiccup in a complex hardware rollout can ricochet through supply chains and market sentiment, a useful reminder that AI demand is enormous but still tethered to factories and parts.