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A global chip stock sell-off deepens after Broadcom's CEO likened AI investing to a casino, with Samsung down as much as 8.8%, SK Hynix 9.2%, and Micron 4% (Financial Times)

Financial Times : A global chip stock sell-off deepens after Broadcom's CEO likened AI investing to a casino, with Samsung down as mu...

13 October 2026

IDC: Nvidia's AI chip shipments in China fell 44% YoY to 678K in H1 2026, as its market share slid to 34% amid US export curbs and rising domestic competition (Reuters)

Reuters:
IDC: Nvidia's AI chip shipments in China fell 44% YoY to 678K in H1 2026, as its market share slid to 34% amid US export curbs and rising domestic competition  —  Nvidia's (NVDA.O) share of China's market for data-centre AI chips fell to 34% in the first half of 2026, as US export controls restricted supplies …

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