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South Korea's KOSPI plunges over 8% as SK Hynix, Samsung lead AI stock rout. RBC Brewin Dolphin analyst says uncertainty over memory chip demand cycle persists but revenues may support higher valuations.

South Korea's KOSPI index fell by over 8% as chipmakers SK Hynix and Samsung joined a tumble in AI stocks. Janet Mui of RBC Brewin Dolphin says traders don't know if memory chip demand is cyclical or in a supercycle, but chipmakers' revenues could justify valuations moving higher.

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