KOSPI and KOSDAQ plunge amid concerns over a semiconductor peak-out 5% plunge
7month 8day, KOSPI and KOSDAQ fell by more than 5% on a daily basis amid concerns over a semiconductor “peak-out” and military tensions. 7month 9day reports said some officials assessed that the semiconductor cycle had not ended and raised the possibility of a revaluation of Samsung Electronics and SK hynix.

7month 8day, KOSPI and KOSDAQ fell by more than 5% on a daily basis amid concerns over a semiconductor “peak-out” and military tensions. The indices’ volatility expanded sharply as a steep intraday decline emerged.
The following day, 7month 9day, some reports also raised the view that the semiconductor cycle had not ended. During the same period, some officials mentioned the possibility of a revaluation of Samsung Electronics and SK hynix.
Another article reported a forecast that if big tech’s semiconductor investments continue, the supercycle could last for another 2~3years. The forecast was based on the premise that industry demand would continue.
According to reports from the site, 7month 8SG announced that it would be the sole supplier of all asphalt concrete for the Yongin semiconductor cluster. Volumes related to the cluster’s construction were cited as the background to the supply contract.
Several articles cited concerns that semiconductors had reached a peak and geopolitical tensions as simultaneous factors behind the sharp decline. The market showed a substantial same-day price adjustment in response to related news and changes in supply and demand.
Each report covered the status of the companies and suppliers involved, focusing on the date and key facts. No additional figures or forecasts not included in the article were added.