00:00The KOSPI slipped below 6,000 intraday, and Samsung Electronics and SK Hynix tumbled.
00:06Even U.S. chipmaker Micron fell.
00:09One trigger that rattled the market was a technology announcement from Chinese memory maker CXMT.
00:16CXMT said it will unveil server DDR5, built on a 4F-squared structure by year-end.
00:23The technology shrinks the memory cell area, packing more data into a chip of the same size.
00:28What the market is watching is that China's push may not stop at simply making more memory,
00:34but could expand into server memory for data centers.
00:37Still, unveiling a product is different from mass-producing it reliably.
00:41Real competitiveness comes only after yield, cost, and customers are secured.
00:47In the end, this sell-off isn't about China overtaking Korea right now,
00:50but about fears that competition in the memory market could get even fiercer.
