Semiconductor Shock: South Korea’s KOSPI slid nearly 6% to 5,663 as investors dumped chipmakers after SK hynix’s record profit still missed lofty AI expectations, deepening a self-reinforcing sell-off that also hit Samsung and triggered circuit breakers. AI Spending Doubts: The rout spread across Asia as markets questioned whether hyperscalers’ heavy AI capex will pay off, with China’s memory competition and new chip fears adding pressure. Memory Supply Signals: Samsung is reportedly raising DRAM output up to 15% to meet AI demand, while Apple’s DRAM sourcing constraints from U.S.-China tensions keep memory prices in focus. Finance Tech & Fraud: South Korea’s financial regulator moved toward a no-fault voice phishing compensation plan, pushing banks to reimburse victims unless a statutory exemption applies. Monetary Policy: Bank of Korea chief Shin Hyun-song reiterated a rate-hike stance to curb core inflation, keeping another move on the table. Defense & Industry: The defense ministry issued a draft bill to legalize nuclear-powered submarine work under the Jang Bogo N project, aiming to codify nonproliferation safeguards. Space Collaboration: NASA said it wants Korea’s role in Moon Base communications, landers and robotics. Consumer & Retail: Nongshim’s Seoul instant noodle “popularity map” shows neighborhood-by-neighborhood taste differences, led by Shin Ramyun. Culture: BTS said it will not submit music for the 2027 Grammys, despite a new Asian pop performance category.