Hormuz shock fuels chip rally as KOSPI breaks 7,300
Iran-U.S. tensions raise energy and subsea-cable risks, while semiconductor supply-chain shifts drive the market
- 1.Drone and bombing incidents in the Strait of Hormuz spotlight oil and subsea-cable risks
- 2.Samsung Electronics and SK Hynix earnings strength keep the chip sector in the lead
- 3.KOSPI tops 7,300, reaffirming AI super-cycle expectations
- 4.Watch volatility as U.S.-Iran ceasefire talks remain possible
- 5.Tomorrow’s watch: Busan-Daegu by-election polls and chip-price trends
“Global bond sell-off sends U.S. 30-year Treasury yields sharply higher” — Yonhap News