Semiconductor cycle slowdown and IPO trigger spark KOSPI volatility warning
Experts including Prof. Kim Kwang-seok flag large IPOs, semiconductor earnings peak-out, and fading rate-cut hopes as key triggers for KOSPI decline
- 1.Over $1T wiped from semiconductors; debate on sustaining AI infra fundamentals
- 2.Samsung Electronics and Hynix defend FX rate via memory boom
- 3.Oil prices seen rising through September even after Hormuz normalization
- 4.Globalization order shifting from finance-led to manufacturing-centered
- 5.No confirmed schedule
“This semiconductor is actually a cyclical industry.” — 김작가 TV
“Over $1 trillion has disappeared from semiconductors alone.” — 위즈덤투스
“Samsung Electronics and Hynix are defending with the memory boom.” — 전인구경제연구소