I’m wondering if this is leveraged investors in KOSPI, where retail > institutional traders. More leverage = more volatility. If it actually IS a correction, I’m hoping that some of these data center projects, the ones that are REITs wearing a funny hat, can stop.

Both Samsung and SK Hynix had record earnings and stocks dropped 15%. It might be localized leverage craze, I am not sure it will have any impact on actual RAM production/data center construction.