--- title: BLOODBATH IN ASIA'S AI STOCKS description: "$550 BILLION wiped out from South Korean, Taiwanese and Japanese markets as AI and semiconductor stocks suffer a massive sell-off.\n\nKioxia -12%\nSK Hynix -10%\nSamsung -8%\nSoftBank -8%\nMediaTek -7%\n\nThe Democrats congressional sweep has raised fears of tighter AI regulations across Asia, as US AI and semiconductor stocks also fell despite a broader market rally.\n\nSource: Bull Theory" image: https://blog.syzgroup.com/hubfs/1793860059411.jpg --- [![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr) ## **Thinking** out loud [Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en) [![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2) - [OUR SERVICES](https://www.syzgroup.com/en/private-banking) - [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz) - [CAREERS](https://www.syzgroup.com/en/careers) - [PRESS](https://www.syzgroup.com/en/news) - [Blog Homepage](https://blog.syzgroup.com) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [CONTACT](https://www.syzgroup.com/en/contact-us/form) - [ENGLISH](https://www.syzgroup.com/) - [FRANÇAIS](https://www.syzgroup.com/fr) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Our Services](https://www.syzgroup.com/en/private-banking) - [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz) - [Careers](https://www.syzgroup.com/en/careers) - [Press](https://www.syzgroup.com/en/news) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [English](https://www.syzgroup.com/) - [Français](https://www.syzgroup.com/fr) ## **Sign-up** for our newsletter This website uses cookies to enhance user navigation and to collect statistical data. 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The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. 5 Nov 2026 - - - #### BLOODBATH IN ASIA'S AI STOCKS $550 BILLION wiped out from South Korean, Taiwanese and Japanese markets as AI and semiconductor stocks suffer a massive sell-off. Kioxia -12% SK Hynix -10% Samsung -8% SoftBank -8% MediaTek -7% The Democrats congressional sweep has raised fears of tighter AI regulations across Asia, as US AI and semiconductor stocks also fell despite a broader market rally. Source: Bull Theory [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) ![BLOODBATH IN ASIA'S AI STOCKS](https://blog.syzgroup.com/hubfs/1793860059411.jpg) ![BLOODBATH IN ASIA'S AI STOCKS](https://blog.syzgroup.com/hubfs/1793860059411.jpg) #### Disclaimer This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. Read More ## Related Articles [equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) #### [A very interesting development yesterday ➡️](https://blog.syzgroup.com/syz-the-moment/a-very-interesting-development-yesterday-%EF%B8%8F?hsLang=en) Hyperscalers are bucking the AI selloff. Goldman’s trading desk flagged a rotation within tech, with hyperscalers outperforming by 350 bps while semiconductors lagged by 250 bps as investors sold chip stocks to fund other positions. The logic is that tighter restrictions on data center expansion could make existing compute capacity more valuable. Hyperscalers could gain pricing power while spending less on new capacity, potentially freeing up cash for buybacks. The rest of the AI trade remains under pressure. Goldman’s AI Leaders basket fell 500 bps, power-related stocks fell 600 bps and data center stocks fell 540 bps. The rotation suggests investors are rewarding companies that already own scarce compute capacity while marking down those that depend on the next wave of construction. Source: TME, LSEG **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/author/charles-henry-monchau?hsLang=en)** | 05/11/2026 [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) #### [Over ₹7.79 TRILLION ($82B) added to Indian stocks as the NIFTY surges +2%.](https://blog.syzgroup.com/syz-the-moment/over-7.79-trillion-82b-added-to-indian-stocks-as-the-nifty-surges-2?hsLang=en) India's stock market has gained for six consecutive sessions and is up +6% this week alone. Source: Bull Theory **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/author/charles-henry-monchau?hsLang=en)** | 05/11/2026 [markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) #### [One of the more important things to remember is bear markets don't just start and pull everything lower.](https://blog.syzgroup.com/syz-the-moment/one-of-the-more-important-things-to-remember-is-bear-markets-dont-just-start-and-pull-everything-lower?hsLang=en) @sonusvarghese looked at the tech bust and found the S&P 500 fell 11% from April to December 2000, yet low volatility stocks soared 32%. 👉 Bottom line: it might make sense to keep well diversified portfolios mixing AI-stories (on a selective basis) and a basket of low-vol, high quality stocks Source; Ryan Detrick **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/author/charles-henry-monchau?hsLang=en)** | 05/11/2026 ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. 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