Iran tensions fuel chip rally, Kospi tops 7,300
Hormuz Strait risk and Samsung’s strong earnings lift the market together
- 1.Iran-U.S. clash raises oil and subsea-cable supply risks
- 2.Samsung reports 57-trillion-won Q1 operating profit, powering semis
- 3.SK Hynix offers 180-million-won salaries, intensifying talent war
- 4.AI supercycle outlook persists amid overheating concerns
- 5.U.S.-Iran ceasefire talks and by-election results are next catalysts
“Hormuz blockade risk rekindles supply-chain concerns” — Market analysis
“Chip price gains reflect AI investment monetization hopes” — Channel report