#0成本拿2股SK海力士 On the trading day of June 23 in the South Korean stock market, SK Hynix plummeted 12.47% in a single day, triggering a circuit breaker in the Korea Composite Stock Price Index (KOSPI) during the session, which ultimately plunged 9.99% for the day; panic spread across borders: the Philadelphia Semiconductor Index fell 7.3%, Nvidia dropped 4%, and Micron crashed 13%, leading to a collective stampede in the global AI memory supply chain. This marks the first faith-shaking correction and pullback since the current AI memory bull market began.

Core context: The stock had risen nearly 300% from its year-to-date peak, with its market capitalization once overtaking Samsung Electronics. Valuations were completely overstretched, pricing in overly optimistic expectations, so even a minor negative trigger led to extreme selling pressure.