Apple iPhone 18 Pro Order Cut Report Sends Chip Names Like SK Hynix and Micron Reacting, why so sensitive?

Bad iPhone news surfaced again.

Today intraday (collection time: 2026-10-13 14:30 KST) a negative report on Apple was published.

Retail investors asked, "If iPhone new product orders are cut, will Samsung and SK Hynix be hit?"

The direct impact is limited, but related stocks show high sensitivity.

What was the report and when did it come out?

Report: Apple iPhone 18 Pro parts order cuts, market headline

(Source: Signal bundle headline)

How is the overall market moving?

KOSPI: 6,384.24 (-3.65%) [2026-10-12 closing price]

KOSDAQ: 849.19 (-4.83%) [2026-10-12 closing price]

US real estate: +1.86% / US healthcare: +1.58% (recent sector moves)

The Korean market is reacting sensitively after confirming weakness the previous day.

What signal from semiconductors and AI chips?

Sell-off in AI chips has been highlighted, with headlines of declines for Nvidia and others.

Hanmi Semiconductor down in the 5% range, HBM-related stocks showing weakness.

Micron, SanDisk, SK Hynix up more than 2%, indicating partial memory rebound.

AI chip concerns and memory demand re-evaluation are clashing.

Who is holding up in batteries and EVs?

Lotte Energy Materials and LG Energy Solution up in the 3% range, solid-state related strength.

Some battery stocks are defending on supply and technology momentum.

Crypto flows to watch

XRP ETF net inflow $11.31 million, money concentrating in some coins.

Bitcoin and Ethereum ETFs saw weekly outflows of $120 million, indicating rotation of funds.

Crypto funds are decoupling from each other.

Term note in one line

HBM → High Bandwidth Memory, used for AI graphics and server memory.

So, up or down?

Downward pressure

• iPhone 18 Pro order cuts report, increasing pressure on Apple
• KOSPI, -3.65%, continuing prior weakness
• Bitcoin and Ethereum ETFs, $120 million outflow, weakening risk appetite

Holding up

• Lotte and LG Energy Solution, 3% range, defending with solid-state strength
• Micron and SK Hynix, over 2% up, memory rebound signal
• XRP ETF, $11.31 million inflow, some funds still flowing

For reference only.

PickStock 💡

This article is for information only and is not investment advice.

Investment decisions and responsibility rest with the investor.

Figures are as of the time of writing and may change.