Meta description: The Philadelphia Semiconductor Index fell 10% in a single week, Taiwan entered correction territory, and Korea's Kospi is now down 25% from its June high. Here's what's driving the global chip selloff. What began as a …
SK Hynix's Nasdaq-listed ADR is trading up to 30% above its Seoul shares after its record $26.5 billion offering exhausted the 2.5% conversion cap, freezing arbitrage until July 29. One of the most unusual stories in global markets right now in…
TSMC posted record Q2 profit, up 77% year-over-year, driven by surging AI chip demand. Here's why the earnings beat matters — and why the stock still fell. Our previous post covered how fears of slowing AI chip demand helped trigger the Kospi…
South Korea's Kospi index plunged over 8% in a single week, hitting circuit breakers repeatedly. Here's a full breakdown of the semiconductor selloff, rebalancing flows, and what investors should do next. July 2026 has been a rollercoaster…