Iran tensions fuel chip rally, Kospi tops 7300
Hormuz risk and U.S.-Iran talks collide, driving swings in semis and oil
- 1.Iran drone strike and U.S. airstrikes spike oil prices
- 2.Samsung and SK Hynix earnings lift Kospi above 7300
- 3.Bitcoin swings ±0.3% in five minutes as volatility rises
- 4.People Power Party by-election and infighting add political risk
- 5.Next inflection hinges on U.S.-Iran ceasefire MOU outcome
“AI supercycle outlook keeps semiconductor strength intact” — domestic brokerage research
“Hormuz blockade risk caps the oil-price upside” — energy analyst