Asian Chipmakers Tumble as Fed Rate Hike Fears and AI Financing Concerns Mount

2026年10月15日（周四），受隔夜华尔街股市大跌拖累，亚洲半导体及科技类股全线重挫。此前，美国高于预期的通胀数据推动美债收益率飙升至5%以上，引发美股抛盘。在韩国市场，SK海力士暴跌逾10%，三星电子下跌7.1%；日本软银集团下挫7.9%，芯片设备制造商爱德万测试与东京电子亦双双走低。此次抛售反映出投资者日益加剧的担忧，即借贷成本上升可能会阻碍资本密集型人工智能（AI）基础设施的建设。本周早些时候，博通与英特尔高管曾警告称，融资限制是AI扩张面临的重大障碍。不过，尽管市场走弱，仍有部分分析师认为AI算力的底层需求依然强劲。

Asian semiconductor and technology stocks tumbled on Thursday, October 15, 2026, tracking overnight losses on Wall Street triggered by hotter-than-expected U.S. inflation data and surging Treasury yields above 5%. In South Korea, SK Hynix plunged over 10% and Samsung Electronics dropped 7.1%, while Japan's SoftBank Group fell 7.9% alongside declines in chip-equipment makers Advantest and Tokyo Electron. The sell-off reflects growing investor anxiety that higher borrowing costs could stifle the capital-intensive buildout of artificial intelligence infrastructure. Earlier in the week, executives from Broadcom and Intel cautioned that financing constraints pose a significant hurdle to AI expansion. Despite the market downturn, some analysts maintain that underlying demand for AI computing power remains strong.