#SKHynixSamsungFallInOffshoreMarkets
📉 The Korean “Twin Towers” crisis: Did the billion-dollar AI plan come unravelling?
In July 2026, a severe shock hit the Seoul stock exchange (KOSPI), as shares of Samsung Electronics and SK Hynix—known as Korea’s “twin towers”—led a sharp sell-off whose aftershocks rippled across global markets, including Nasdaq.
Despite the two companies’ announcements of massive trillion-level investment plans to build the world’s largest semiconductor complex, overseas markets had a different view. Foreign selling pressures, the liquidation of leveraged ETFs, and fears of a slowdown in AI infrastructure spending combined to create a “full storm.”
📉 The Korean “Twin Towers” crisis: Did the billion-dollar AI plan come unravelling?
In July 2026, a severe shock hit the Seoul stock exchange (KOSPI), as shares of Samsung Electronics and SK Hynix—known as Korea’s “twin towers”—led a sharp sell-off whose aftershocks rippled across global markets, including Nasdaq.
Despite the two companies’ announcements of massive trillion-level investment plans to build the world’s largest semiconductor complex, overseas markets had a different view. Foreign selling pressures, the liquidation of leveraged ETFs, and fears of a slowdown in AI infrastructure spending combined to create a “full storm.”