AI Chip Boom Meets Labor Reality: Micron briefly hit a $1T market cap as UBS lifted its target, while in Korea the AI-driven rally pushed KOSPI back above 8,400 and SK hynix surged—yet Samsung’s latest bonus deal is also triggering fresh shareholder and union pushback. Semiconductor Supply Chain: Samsung is set to invest about $1.8B in Vietnam for a memory testing plant starting Nov. 2027, aiming to ease AI-fueled DRAM/NAND shortages. Policy Push: South Korea’s budget ministry pledged 9.9T won to build AI infrastructure and said it will restructure spending to grow a homegrown AI ecosystem. Cybersecurity Upgrade: OpenAI added Korea to its cybersecurity program, giving government and key institutions access to GPT-5.5-Cyber. Consumer Oversight: MFDS is tightening rules on “unfair” online food ads using AI inspections and a new handbook. Energy Mood: Oil rebounded after US strikes on Iran, keeping markets cautious even as hopes for Hormuz reopening linger.