KOSPI Plunges 5.72% in a Day, Triggers Sell-Side Circuit Breaker
· Issue
South Korea's KOSPI sank 5.72% in a day and triggered a sell-side circuit breaker. What a record 45 triggers this year reveal about the chip rally's future.
#semiconductors 2 posts
2026-07-23 US Tariff Deadline, Korea's 15% Cap, a 37°C Heatwave and China's 15-Trillion-Won DRAM IPO
· Issue
The 10% US global tariff expires July 24 — here is the math behind the 15% cap Korea is fighting to keep, the ten late-July days that concentrate 30% of heat illness cases, and the 15-trillion-won war chest China's CXMT just raised to chase Samsung in DRAM.