Iran-Led Rout Tempts Dip Buyers’ Bets on Asia Chip Stock Rebound

A war‑driven meltdown in Asian shares is spurring global investors’ interest in adding exposure to major chip firms, reflecting confidence that the artificial intelligence boom can withstand the Middle East conflict.

Money managers from Aberdeen Investments to Invesco Ltd. and Fidelity International are doubling down on their AI bets, arguing that the latest selloff resulted more from panic selling than deteriorating business conditions.