Aug 19 2026

The AI memory trade has its worst day of the year, as a US semiconductor selloff spread to Asia and the KOSPI fell 5.7% with a sell-side sidecar triggered, SK Hynix down 8.8% and Samsung down 7.5%.

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The trigger was the Wall Street Journal's reading of roughly $3 trillion in AI commitments, plus the 30-year Treasury yield closing at 5.333%, its highest since June 2007, and oil rising as a US-Iran ceasefire lapsed.

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