The first to fall are often the first to recover, a pattern I've noticed before. Samsung and SK hynix led the semiconductor pullback, and now they appear to be leading the recovery for the KOSPI.
$Micron Technology(MU)$ is back above $100, up over 8%.
$SanDisk Corp.(SNDK)$ is up more than 9%, showing some renewed momentum.
If memory names continue to reclaim key technical levels, it could signal the start of another leg higher for the AI hardware cycle. I'm watching the memory sector closely, as leadership often gives clues before the broader market catches on. These are at the top of my watchlist.
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