South Korea’s KOSPI Triggers Second Circuit Breaker in a Week on AI Chip Rout

Price ActionIndustry Impact 4
โดย beincrypto.com·Read original
Summary · why it matters

South Korea’s KOSPI index triggered its second circuit breaker in a single week on Friday, halting trading for 20 minutes after an intraday plunge of 8.19%. The benchmark fell 731.97 points to 8,198.33 at the moment of suspension, marking its fifth circuit breaker of 2026 and only the second time both a sell-side sidecar and a circuit breaker were activated in the same session. The KOSPI closed down 5.81% at 8,411.21, with Samsung Electronics falling 5.30% and SK Hynix dropping 8.36%; the two chipmakers account for roughly half of the index’s market capitalization. Foreign investors sold a net 4.62 trillion won, while retail investors bought a net 8.19 trillion won. The selloff was driven by memory chip demand concerns, pricing tensions between Apple and Micron, and renewed worries about AI infrastructure costs and a potential delay in OpenAI’s IPO, with ripple effects hitting the Nikkei 225, SoftBank, and Wall Street.

Impact on stocks 6

Semiconductors▼ · 2 stocks
SK Hynix Inc
000660
▼ NegativeDemandrelevance

SK Hynix dropped 8.36% as a key chipmaker hit by memory demand worries and AI cost concerns.

Micron Technology Inc
MU
▼ NegativeDemandrelevance

Memory chip demand concerns and pricing tensions with Apple cited as drivers of the selloff.

Artificial Intelligence▼ · 2 stocks
Digital Finance & Tokenization▲ · 1 stocks
Financials▲ · 1 stocks

Off-coverage companies 1

OpenAIPrivate± Mixed
relevance

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