Semiconductors & Markets: South Korea’s KOSPI snapped back 3.26% on bargain hunting after a brutal AI-driven selloff, but the week’s volatility is still tied to memory-chip sentiment ahead of Micron’s results. Corporate Finance: Samsung Electronics is set to launch a ~90 trillion won share buyback after a wage deal that includes stock bonuses, underscoring how chip cash flows are feeding shareholder returns. AI Memory Race: Reuters revisits how SK hynix beat Samsung by sticking with HBM—now the market’s AI darling—while Intel shares slid on reports of SK hynix slowing HBM4 ramp (framed as a margin/capacity shift, not demand collapse). Data Centers: Koramco and DCI broke ground on a 40 MW AI data center in Ansan, signaling continued buildout for Korea’s AI infrastructure. Policy & Investment: Seoul’s presidential adviser says a planned semiconductor cluster timeline could be accelerated by more than a decade to 2034–2035 as AI demand reshapes strategy. Trade & Shipping: An India-bound oil tanker was booked at a freight rate near 897% of benchmark, highlighting tight shipping capacity amid Middle East route uncertainty.