Samsung Electronics and SK hynix shares were down in early trading on the 30th.

On the 4th, amid a historic plunge triggered by the outbreak of war between the United States and Iran that drives the KOSPI below the 5,100 level, a dealing room at the Hana Bank headquarters in Jung-gu, Seoul displays the KOSPI, Samsung Electronics, SK Hynix, and the won/dollar exchange rate. The KOSPI closes at 5,093.54, down 698.37 points (12.06%) from the previous session, and the KOSDAQ plummets 159.26 points (14.00%) to 978.44. The won/dollar exchange rate rises 10.1 won to 1,476.2 won. /Courtesy of Yonhap News

As of 9:22 a.m. that day, Samsung Electronics stock was trading on the main board at 174,000 won, down 3.17% (5,700 won) from the previous session.

SK hynix stock was also trading at 879,000 won, down 4.66% (43,000 won).

It appears to be the fallout from projections that the U.S.-Iran war could drag on, along with the continuing impact of the TurboQuant shock released by Google Research.

Reports that the U.S. Department of Defense could deploy ground troops to Iran have kept escalation fears alive. In addition, Yemen's pro-Iran Islamist armed group, the Houthis, declared they would join the Iran war.

The TurboQuant shock is continuing. TurboQuant, released by Google Research, is a data compression algorithm method that reduces memory usage in artificial intelligence (AI) models. Analysts say this could affect AI investment and demand for memory semiconductors.

Han Ji-young, a Kiwoom Securities researcher, said, "Concerns that greater AI efficiency will lead to weaker demand for memory semiconductors have been reflected, and last week there was a sharp sell-off across memory chip stocks, including Micron, SanDisk, Samsung Electronics and SK hynix."

However, Han also noted, "Some hold a positive view that the emergence of TurboQuant will reduce AI operating costs, prompting many latecomer corporations to enter the AI ecosystem and increasing the overall AI market pie."

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