A circuit board on display at the Texas Instruments (TI) semiconductor wafer factory in Sherman, Texas, U.S. on Wednesday, December 17, 2025.
Desiree Rios | Bloomberg | Getty Images
Asian tech stocks on Friday followed the decline in US semiconductor stocks following lackluster US earnings reports. broadcom It prompted a rotation of names of companies related to artificial intelligence into more defensive sectors.
The weakness was most evident in South Korea’s chip-heavy market. Samsung Electronics fell nearly 7%, and SK Hynix fell more than 8%. Other tech stocks were also under pressure, with Samsung SDI down more than 7%, LG Display down 7.4%, LG Innotek down 6.1% and Seoul Semiconductor down more than 6%.
Japanese technology stocks also fell. Tokyo Electron and Advantest They fell more than 6% and 5%, respectively. murata manufacturingelectronic parts manufacturers fell 4.8%. fanucthe maker of industrial robots, fell 4.1%.
Apple supplier in Taiwan Hon Hai Precision Industry 1.7% decrease, contract manufacturing pegatron fell 2.6%, and iPhone camera lens maker Largan Precision fell more than 4%.
chip giant Taiwan Semiconductor Manufacturing Co., Ltd.However, TSMC bucked the overall trend and rose 0.4%.
The broad decline continued as U.S. semiconductor stocks sold off overnight after Broadcom fell more than 12% following weak fiscal second-quarter earnings. The weakness spread across sectors, with the VanEck Semiconductor ETF down more than 1%, Arm Holdings down more than 4% and Micron Technology down nearly 8%.
“After such a huge rally, a ‘correction’ to recent winners was (and still is) a much-needed reset,” Ortus Advisors equity strategist Andrew Jackson said on Friday.
