AI bubble concerns return

Doubts over the sustainability of AI-related spending resurfaced as questions emerged around OpenAI's revenue. The controversy added fuel to the renewed debate over whether current AI investment levels are sustainable, weighing on sentiment across the semiconductor sector.

Korean memory stocks decline together

The renewed concerns hit Korean chip shares, which are closely tied to global AI demand through high-bandwidth memory (HBM) supply. Samsung Electronics and SK hynix, the two Korean HBM suppliers to the AI accelerator market, moved lower together as investors reassessed the outlook for AI-driven memory demand.

The magnitude of the decline and the specific trading session involved were not detailed in the available materials, and the companies did not issue statements addressing the market movement.

The claim that the OpenAI revenue controversy rekindled the AI bubble debate and that Samsung Electronics and SK hynix fell together is True.