SoftBank Group is trading 10% down at ¥4585 as investors continue rotating out of AI- and tech-exposed stocks amid concerns about heavy capital spending and volatile chip demand.
- This decline extends a steep slide over the past two weeks, tracking a broader global sell-off in semiconductor and AI-related shares.
- Market sentiment is being pressured by reports of aggressive Chinese competition in chipmaking equipment and mounting skepticism regarding long-term returns on AI infrastructure investment.