Samsung, SK Hynix Slide Causes $137 Billion Hit to Korea Pension
THE SO WHAT
When a national pension fund takes a ₩182 trillion ($137 billion) mark from chip volatility, it underlines how concentrated AI infrastructure risk has become in a few equities. Operators relying on long-term cheap memory and logic should model scenarios where capex slows or pricing power returns to suppliers faster than expected.
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