"Since production forecasts for Nvidia's next-generation chip 'Rubin,' which will be equipped with HBM4, are also trending downward, there is no reason to accelerate the transition to HBM" - Chosun

South Korean stocks plunged sharply on Tuesday, with the Kospi falling over 8% from record highs as investors sold off major chip stocks amid concerns that the market rally had…

Micron and SanDisk shares fell roughly 8-9% in premarket trading after South Korea's KOSPI index crashed nearly 10%, dragging the global semiconductor