A $950 billion mega order fails to stem South Korea's stock bear market; SK Hynix opens higher then slides, currently down 0.8%

South Korea's presidential office Cheong Wa Dae said on the 25th that taking the San Francisco AI Summit as an opportunity, South Korean companies have struck a total $950 billion semiconductor cooperation deal with global tech giants. Specifically, Samsung Electronics and Broadcom signed a memorandum of understanding (MOU), agreeing to cooperate over the next five years on the supply of $200 billion worth of high-end memory chips and wafer foundry production for AI chips. SK Group will advance a five-year long-term high-end memory chip supply partnership worth $750 billion with global tech firms including NVIDIA. However, the massive orders have so far failed to lift South Korea's stock market. According to Bitget market data, SK Hynix opened higher this morning but has since trended downward, currently down over 0.8%. Driven by this, South Korea's KOSPI index fell 0.93%. Analysts pointed out that the frequent "good news fades" phenomenon indicates the global market is no longer giving positive feedback to AI-related positive news.