Asia chip stocks drop after Anthropic urges slower model development

Asia Chip Stocks Drop as AI Chiefs Urge Slower Model Development

Anthropic CEO Dario Amodei publicly urged AI firms to slow next-gen model development, triggering a broad sell-off in Asian chip stocks on Monday. TSMC, SK Hynix, and Samsung Electronics fell 2%–4% intraday. The market fears slower frontier-model iteration could dent demand growth for high-end AI chips and HBM memory. Analysts see it as a sentiment hit—actual orders and capex haven't shifted yet, so the trade thesis remains intact.