South Korea's Kospi plunges 5.5% amid global tech sell-off after Broadcom's weak earnings, signaling a potential cooling of the AI boom.
Goldman Sachs' Timothy Moe highlights memory stocks as 'stars' and defense sector sell-off as a buying opportunity. Analysis and key takeaways.
Samsung faces internal strife over pay disparity between memory and foundry divisions, risking talent loss amid AI boom.