Xin Lang Cai Jing·2026-01-23 01:11Group 1 - Intel's Q1 earnings outlook is below market expectations, leading to a decline in the stock prices of its Asian suppliers [1][4] - Japanese supplier Lasertec saw its stock drop by 6.5%, marking the largest decline since November; Ibiden fell by 5.6%, and Tokyo Electron decreased by 2.3% [1][4] - South Korean supplier SK Hynix's stock also experienced a decline of 2.1% [3][6] Group 2 - SoftBank Group, which announced a $2 billion investment in Intel last year, saw its stock drop by 5% [2][5] - Andrew Jackson, head of Japanese stock strategy at Ortus Advisors, described Intel's earnings as "disappointing," suggesting it may lead to a "short-term weakness" in chip equipment suppliers' stock prices [3][6] - Jackson noted that some issues appear to stem from supply shortages, making it harder for companies to meet customer demand [4][7]