Branch² Intelligence
Why the world’s best-performing stock market this year fell into bear territory
Key takeaway
KOSPI enters bear territory, down 20% from June peak, driven by AI-chip sell-off and global tech rotation.
- Step 1KOSPI enters bear territory as AI-chip stocks sell off on US export-control fears and demand uncertainty.
- Step 2Korean memory-chip makers (Samsung, SK Hynix) face margin compression and potential capex cuts, tightening global DRAM/NAND supply.
- Step 3UK electronics and automotive SMEs that source memory chips from Korea experience input-cost inflation and longer lead times.
Source: CNBC
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