Seoul Composite Falls Over 3% as Samsung, SK Hynix Slide

The outsized move in SK Hynix relative to Samsung points to a selloff concentrated in memory exposure rather than a broad market de-rating, since two names alone drove most of the benchmark's decline. That concentration matters because it leaves the KOSPI hostage to a handful of chipmakers, amplifying index-level swings. The absence of an identified catalyst is itself notable: without a clear trigger, whether this proves a one-session repricing or the start of a deeper rotation out of Korean semis is the open question.