South Korea & Tokyo Electron

South Korea: South Korea's Kospi index plunged due to the sell-off in AI-related shares, despite government plans for significant investments in computer chip manufacturing.

Tokyo Electron: Tokyo Electron gained significantly, contributing to the positive performance of the Nikkei 225 and highlighting strength in the computer chip equipment sector.

South Korea: South Korea's stock market, particularly the KOSPI index, rebounded after a tech sell-off, indicating a positive shift in investor sentiment for the country's market.

Tokyo Electron: Tokyo Electron, a chip equipment maker, jumped 4.3%, reflecting strong performance within the AI boom.

Tokyo Electron: Tokyo Electron, another foreign supplier of advanced etching tools, is facing similar challenges to Lam Research, with its market share in China being eroded by the rise of domestic suppliers due to the new mandate.