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Selling pressure across AI-linked equities has reached South Korea's two largest chipmakers.
SK Hynix and Samsung shares slid as investors continued dumping chipmaker stocks, and the losses were concentrated enough to trigger a trading halt on the Kospi.
Both companies supply the memory chips that AI accelerators depend on, which makes them proxy bets on AI infrastructure spending and immediate targets when that spending thesis comes under pressure.
Where SK Hynix and Samsung sit in the stack Memory bandwidth is the first hard constraint in AI hardware design.
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