Shawn Oh, Head of Equities at NH Investment & Securities Co. in South Korea, stated that the report from SemiAnalysis triggered a general decline in regional tech stocks on Monday.

华尔街见闻2026/07/06 18:35

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He believes that the news about the possible delay of Kyber NVL144, along with other issues mentioned in the report, "has increased market uncertainty regarding NVIDIA's next-generation large-scale expansion roadmap and has also created a greater competitive window for other AI platforms."

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Shawn Oh, Head of Equities at NH Investment & Securities Co. in South Korea, stated that the report from SemiAnalysis triggered a general decline in regional tech stocks on Monday.

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