Seoul shares down over 3% late Wednesday morning amid US-Iran tensions, tech losses - The Korea Times

Seoul shares up over 3% late Tue. morning on chip rebound - The Korea Times

KOSPI surged 3.48% Tuesday on chip recovery (Samsung +3.38%, SK Hynix +7.8%), after Monday's 8% fall on AI profitability concerns. The rebound signals fragile AI sentiment driven by geopolitics, not fundamentals—creates timing risk for enterprise AI ROI.