Samsung Electronics and SK Hynix face share price pressure as analysts warn their combined 2 quadrillion won capital-expenditure plans could flood the memory market, says Morningstar. The firms’ aggressive spending, including SK Hynix’s AI data center investments in its Yongin fab cluster, risks oversupply amid weakening demand cycles. Samsung shares plummeted 6.5% to 317,000 won, while SK Hynix dropped 4.7% to 2,548,000 won.

LG Display’s second-quarter losses may widen beyond expectations due to a 96 billion won restructuring cost, Nomura analysts note. Excluding this one-time hit, the company’s OLED TV and monitor sales surged 9.7% and 86% respectively, buoyed by World Cup demand. However, the stock’s performance remains tied to near-term volatility from these costs. Investors should watch how LG balances restructuring impacts with organic growth in its display business.

Citi analysts highlight a compelling valuation opportunity in Chinese internet stocks after their steep selloff. Companies like PDD and Meituan trade near five-year lows despite strong cash reserves and buyback programs. The Hang Seng Index’s 11% decline contrasts with the Kospi’s 100% rise, signaling divergent market recoveries. This divergence underscores risks for investors betting on AI-linked tech without considering regional economic shifts. The sector’s fundamentals may eventually rebound as buybacks accelerate.