SK Hynix is trading $138.75, down 3.75%, as investors question whether heavy data-center spending will generate sufficient returns. - Reuters said AI-cost worries and Gulf tensions weighed on Asian tech shares, with SK Hynix and Samsung among the region’s biggest losers. - China NAND-factory upgrade plans offer positive longer-term context but do not explain the decline. - The supplied sector trend is positive, pointing to broader risk-off sentiment rather than memory-sector weakness.