
KOSPI Slump Signals Pause in AI Rally, Not a Fading Memory Demand
South Korea’s KOSPI fell about 10% in a tech-led rout, with SK Hynix overtaking Samsung in value. Wedbush’s Dan Ives argues the pullback is a breather, not a sign AI demand is fading, noting tight supply of high-bandwidth memory and the central role of memory-makers like SK Hynix, Micron, and Samsung in the AI buildout; Micron’s upcoming earnings could offer a key read on demand for AI memory.











