Seoul Composite Falls 3% Intraday; SK Hynix Drops Over 4%

The significance here is that the pullback is concentrated in semiconductors rather than broad-based, with SK Hynix's outsized decline pointing to chip-specific pressure driving the index. That matters for anyone tracking how AI-related hardware demand expectations are being repriced across Asian equity markets, since Korea's chip complex is a key barometer. The open question is whether this stays a single-session de-risking in the semiconductor sleeve or spreads into the wider KOSPI — the breadth of the next session's move will say more than the headline percentage.