SoftBank sinks 8% as Japanese chip stocks track Wall Street AI sell-off

Japanese AI-linked stocks fell as a new selloff in U.S. semiconductor shares spilled over across Asia. The weakness was tied to investor disappointment that Taiwan Semiconductor Manufacturing’s outlook did not reassure the market. The move suggests a negative near-term read-through for AI-related tech demand and sentiment, with likely 1-3% downside for affected Japanese names.