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Tech & Innovation·July 29, 2026·1 min read

Korean Stocks Tumble a Second Day as SK Hynix Results Disappoint

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The SK Hynix miss is a reminder that public markets are now pricing an AI supercycle with very little tolerance for variance — two days of selling tells you how crowded the chip trade is. If your roadmap assumes ever-cheaper AI memory and accelerators, bake in volatility and potential capex pauses from suppliers under earnings pressure.