South Korea’s KOSPI Falls More Than 4% at Open

A broad index drop led by the country's two largest chipmakers points to a tech-driven shock rather than a domestic policy story, since the same names dominate Korea's benchmark and its export profile. That matters for global semiconductor sentiment, given how tightly Korean memory supply feeds AI hardware demand. The open question is whether this stays a single-session repricing or signals a wider reassessment of chip valuations.