Seoul Composite Falls 5.1% to 6,061.82; SK Hynix Down Over 7%

The scale of this move matters more than the direction: a single-session drop of this size, concentrated in the two chipmakers that anchor the index, points to a repricing of semiconductor exposure rather than broad risk aversion. Because KOSPI is unusually top-heavy, weakness in SK Hynix and Samsung transmits directly into the headline number, while the far milder MSCI Asia-Pacific decline suggests the stress is Korea-specific rather than regional. Whether the selling stays confined to Korean chip names or spreads to the wider memory supply chain is the open question.