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Deep & Emerging Tech·June 26, 2026·1 min read

Korean Stocks Tumble 9% on Chip Selloff, Triggers Trading Halt

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A 9% plunge in Korean stocks on chipmaker selling and a trading halt shows how tightly equity markets are now coupled to AI sentiment. If your roadmap assumes cheap, stable access to advanced chips, add a volatility buffer—pricing and availability can swing on macro AI narratives, not just your own demand.

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Samsung, SK Hynix Plan Huge Spending on AI Boom, Reports Say

If Samsung and SK Hynix are lining up hundreds of billions of dollars in new AI-related capex, memory and HBM constraints are being treated as a long-term structural bottleneck, not a transient spike. For AI infra buyers, this supports planning multi-year roadmaps on the assumption that memory supply will expand—but not fast enough to remove pricing and allocation risk in the next 12–24 months.