South Korea & Dell Technologies

South Korea: South Korea's Kospi index fell significantly, and its chipmakers experienced a rout, impacting the broader semiconductor market and contributing to Qualcomm's decline.

Dell Technologies: Dell is a customer for Nvidia's next-generation Vera Rubin AI chips and will debut PCs with Nvidia's new RTX Spark superchip.

South Korea: South Korea's semiconductor shares rallied sharply, with its major chipmakers Samsung Electronics and SK Hynix seeing significant gains. JPMorgan Chase maintained an overweight stance on South Korea, describing it as its preferred market in the region.

Dell Technologies: Dell Technologies is mentioned as a past customer of memory chips, highlighting the shift from commodity memory to specialized HBM for AI.