WS #12890
Global semiconductor stocks plunge as China's reported DUV lithography breakthrough and Nvidia's potential $250B backstop for OpenAI data center fuel fears of AI spending sustainability and circular funding. A 7.1 magnitude earthquake hits southern Japan, disrupting power and transport, but TSMC confirms no damage to its Kumamoto fab, de-escalating supply chain fears.
AI/Semiconductor Selloff Intensifies
Global semiconductor stocks plunge as China's reported DUV lithography breakthrough and Nvidia's potential $250B backstop for OpenAI data center fuel fears of AI spending sustainability and circular funding.
A 7.1 magnitude earthquake hits southern Japan, disrupting power and transport, but TSMC confirms no damage to its Kumamoto fab, de-escalating supply chain fears.