BREAKING
KOSPI Slides About 8% on AI Doubts
0
%
SK Hynix drop
0
%
Samsung drop
0
B
$ value lost
0
%
of KOSPI cap
0
%
2026 gain
0
T
SK Hynix cap
How the Selloff Unfolded
1
Analyst warns on AI spend
↓
2
Concentrated selling
↓
3
Program trading halted
↓
4
Near 20% bear market
Bulls vs Bears on AI Memory
Bears
Caution
●
High concentration risk
●
Leveraged ETFs amplify moves
●
Prices ran ahead of fundamentals
Bulls
Demand
●
HBM supercycle in 2026
●
Shortages could last past 2027
●
Customers reserving supply early
Volatility Set to Persist
AI NEWS BLITZ
South Korea's KOSPI tumbled about eight percent as investors questioned AI demand.