Global Funds Exit SK Hynix, Samsung, TSMC on July 13, Signaling Cycle Peak

SK Hynix-15.36%
SKHY-0.98%
TSM-0.61%
According to Financial Times, global institutional investors began reducing positions in major Asian chipmakers SK Hynix, Samsung Electronics, and Taiwan Semiconductor Manufacturing Company on July 13, citing cycle peak concerns. The shift reflects growing wariness that surging valuations driven by artificial intelligence enthusiasm may signal an inflection point in the semiconductor sector.
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