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Article: Asian tech stocks reel as US-Iran war threatens infrastructure and supply chains

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6 / 10

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Asian tech stocks fell sharply due to market fears that the US-Iran conflict could disrupt technology infrastructure and supply chains. South Korea's Kospi index and major chipmakers like Samsung and SK Hynix were among the worst hit, while Japanese stocks also saw significant declines.

Hong Kong and Chinese tech stocks experienced smaller losses, attributed to their lower exposure to potential energy and shipping disruptions stemming from the Middle East turmoil. Analysts note the sell-off reflects a broad repricing of risk across energy and supply chains, particularly in markets with large AI industry exposure.

The main topics covered are the decline in Asian tech stock indices, the varying impact across different Asian markets, and the cause being attributed to geopolitical risks from the US-Iran conflict threatening supply chains.

Original URL

https://www.scmp.com/tech/article/3345407/asian-tech-stocks-reel-us-iran-war-disrupts-energy-logistics-supply-chains?utm_source=rss_feed

Source Feed

Tech - South China Morning Post

Published Date

2026-03-04 09:04

Fetched Date

2026-03-04 14:29

Processed Date

2026-03-04 15:28

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Present

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Not Clustered

Raw Extracted Content

Asian tech stocks reel as US-Iran war threatens infrastructure and supply chains
South Korea’s Kospi is the worst-hit in Asia, with Samsung Electronics and SK Hynix falling 11.7 per cent and 9.6 per cent, respectively
Technology stocks across China, South Korea and Japan have taken a beating as risk-off sentiment sweeps markets amid escalating fears that the US-Iran war may further disrupt tech infrastructure and supply chains.
Hong Kong and Chinese tech stocks have been affected to a lesser degree than their Korean and Japanese peers because of the different levels of exposure to energy and shipping disruptions caused by the Middle East turmoil, analysts said.
In Seoul, the Kospi index sank over 12 per cent on Wednesday, with bellwether stocks Samsung Electronics and SK Hynix, the nation’s two biggest chip manufacturers, diving 11.7 per cent and 9.6 per cent, respectively. In Tokyo, the Nikkei 225 slumped 3.6 per cent.
In Hong Kong, the Hang Seng Tech Index, which tracks the 30 largest technology companies including Alibaba Group Holding and Tencent Holdings, eased 1 per cent, the lowest level since April. Alibaba owns the South China Morning Post.
Shanghai Stock Exchange’s Star Market 50 index, which includes domestic chip giants Semiconductor Manufacturing International Corporation and Cambricon Technologies, closed 0.5 per cent lower.
“Developed Asia and China are among the markets with large exposure to artificial intelligence,” said Gary Ng, a senior economist at Natixis Corporate and Investment Bank, adding that the markets were “repricing risk across energy and supply chains due to the Iran war”.