In addition to company-level developments, new data from South Korea's chip manufacturing base shows that production fell in September for the first time in 14 months—yet more troubling signs showing the AI boom cools.

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Nationwide semiconductor production slid 3% in September, a sharp reversal after they gained 11% a month earlier, according to data released Thursday by the government statistical office. The growth in shipments also slowed to 0.7% from 17% in August.