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#semiconductor stocks

Browsing posts matching the tag #semiconductor-stocks

Jul 13, 2026 • 4 min read

Is the AI Trade Over? What Korea's Bear Market Really Tells Us

Korea's Kospi crashed 25% from its peak, reviving fears that the AI trade is over. Here's what the evidence — and the experts — actually say about whether the AI boom is ending or just rotating.

Aby Varghese

Jul 13, 2026 • 4 min read

SK Hynix's $28B Nasdaq Listing: A Bright Spot Inside Korea's Bear Market

SK Hynix raised $28 billion in a Nasdaq listing and jumped 13% on debut — even as its Korean shares slid with the broader Kospi bear market. Here's what the split reveals about AI memory demand.

Aby Varghese