KOSPI jumps nearly 4% as AI investment sentiment improves - The Korea Times

Global Market: South Korean stocks fluctuate as AI spending concerns weigh on chipmakers

South Korea's KOSPI fell 4.2% weekly; SK Hynix down 0.54% as investors unwound chip leverage amid AI capex durability doubts. Chip weakness flags capex risk—prompting infrastructure teams and CTOs to reassess AI investment timing and headcount planning.