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Seoul Economic Daily
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Kospi fell more than five percent in a single session as US midterm results revived concerns about AI data center regulation.
The selloff erased roughly 193 trillion won from Samsung Electronics and SK Hynix combined. Foreign selling, rising short volume, and a split view among analysts on the bottom define the next phase. This episode breaks down the numbers and the signals to watch.

Sources:
- AI Data Center Worries Trigger Chip Selloff — Seoul Economic Daily, 2026-11-05
- Blue Wave Panic Hits Fundamentals, Korea Hit Harder Than Japan and Taiwan — Seoul Economic Daily, 2026-11-05
- Shares Reflect Sentiment as Much as Earnings, Says KB Asset Management ETF Head — Seoul Economic Daily, 2026-11-05
- KT&G Posts Record Quarter, Plans 5 Trillion Won in Shareholder Returns Over Four Years — Seoul Economic Daily, 2026-11-05
- Democrats Push ASI Halt as Meta Warns New Data Centers Will Be Harder to Build — Seoul Economic Daily, 2026-11-05
- Celestica Hits Record Margins, Guides 2027 Revenue Above Consensus — Seoul Economic Daily, 2026-11-05

AI PRISM is Seoul Economic Daily's WAN-IFRA award-winning newsroom AI series, delivering Korean economic news adapted for global audiences. Episodes are produced with AI assistance.
트랜스크립트
00:00three numbers before the open. Kospi fell 5.28%. Samsung Electronics and Skett Hynix lost nearly
00:08193 trillion won in market value in a single day. Foreign investors sold 3.4 trillion won of Kospi
00:15stocks. Let's look at what today's story could mean for the Korean market. It's Friday, November 6th.
00:21Here's what today's story could mean for the Korean market. Kospi closed at 5,383.80 on November 5th.
00:29Down 300 points, or 5.28%. That's the first close below 5,400 since April 3rd. The Kostak Index fell
00:385.11% to 678.41. It's first close in the 600s since July 30th. Here's what the numbers show.
00:47The midterm elections delivered a blue wave, and that set off fears of tighter rules on AI data
00:53centers in the United States. Samsung Electronics closed down 7.57% at 201,501. Skok Hynix dropped
01:029.46% to 1,264,001. Chip equipment stocks were hit too. Foreign investors have now been net sellers
01:11for
01:11five straight sessions. Roughly 70% of their selling in the main market was concentrated in those two
01:17chip makers. Short selling also picked up again in early November, with Samsung's average daily
01:23short volume up 25% from the prior month. Skok Hynix is up 29%. So what does this mean for
01:29investors trying to read the next few sessions? Earlier, we said the market reaction was overdone.
01:35Here's what that actually means for you. Analysts at Shenyang Securities said the sell-off may have gone
01:41too far. But nobody can tell where the bottom is. Merit Securities said demand has not slowed,
01:47and supply may stay tighter than last year through next year. Both point to earnings and the December
01:52Oracle report as the next checkpoints. Both point to earnings and the December Oracle report as the
01:58next checkpoints. For now, the story is sentiment and flows, not a visible drop in orders. Watch
02:04foreign net selling, short volume, and whether big tech actually cuts capital spending. Those three
02:10signals will tell you more than any single headline. That's today's AI Prism. Stock investors. This
02:17episode was produced with AI assistants based on Seoul Economic Daily Reporting. AI Prism is a
02:23won IFRA award-winning series. We'll be back tomorrow.

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