Updated
Updated · The Week · Jun 27
Kospi Halts Trading After 10% Slide as $9.1 Billion Leveraged Chip ETFs Amplify Sell-Off
Updated
Updated · The Week · Jun 27

Kospi Halts Trading After 10% Slide as $9.1 Billion Leveraged Chip ETFs Amplify Sell-Off

3 articles · Updated · The Week · Jun 27

Summary

  • South Korea’s chip-heavy Kospi triggered a circuit breaker after sharp drops in SK Hynix and Samsung threatened to turn a rout into panic.
  • Lee Chan-jin, the top financial regulator, said recently approved single-stock leveraged ETFs may have intensified the move by magnifying swings in the underlying chip shares.
  • $9.1 billion is now parked in those products, up from $3 billion at launch, with retail investors holding 92% despite warnings that the funds are high-risk.
  • The sell-off extends a broader AI-stock reversal that has pushed the Nasdaq down nearly 4% over five days, as investors question valuations, rates and whether AI spending will deliver profits.
  • Traders now expect a volatile summer with thinner liquidity, while some strategists compare the market’s resilience to the late dotcom era and warn a deeper break could find little support.

Insights

AI's demand is causing 'memflation.' Will the soaring price of memory chips make all other electronics unaffordable?
As AI soars, does its total reliance on Chinese circuit boards create an unavoidable security crisis for America?
With AI's thirst for power outstripping grids, is the tech boom about to hit a literal energy wall?