SOXQ is trading at $94.44 (-1.94%) as semiconductor weakness reflects investor reassessment of whether AI infrastructure spending can be financed sustainably. - Industry leaders warned that access to capital could constrain expansion. - Chinese chipmaker CXMT reported progress on denser memory technology, increasing pressure on established memory-chip makers. - The global chip selloff was pronounced in South Korea, where the KOSPI and major semiconductor shares fell sharply.