South Korea’s KOSPI Falls Over 2.5%; Samsung Electronics Down 5%, SK Hynix Down Over 4%

The selloff's concentration in Samsung and SK Hynix matters more than the index headline: it points to a chip-specific repricing rather than broad Korean risk aversion, since these two names dominate both the KOSPI's weight and the country's export story. That distinction travels — Korea's memory giants sit at the center of global semiconductor supply chains, so weakness here is a signal about the AI hardware trade, not just local sentiment. What's worth watching is whether the pressure stays confined to memory or spreads to the wider index, and whether it proves a one-day move or the start of a deeper rotation out of chip exposure.