Counterpoint says worsening DRAM and NAND supply shortages pushed global smartphone shipments down 11% YoY in Q2 2026, the weakest Q2 since 2013. Samsung regained the No.1 position with a 24% share and the strongest YoY growth among the top five, helped by pricing moves and competitive dynamics in select markets. Apple shipments rose 3% YoY, with quarterly share reaching 20% for the first time, supported by strong demand for high-end iPhones. Xiaomi, OPPO and vivo fell sharply; heavier exposure

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South Korean equities, among the biggest beneficiaries of the AI rally, are seeing volatility not seen since the 1998 Asian financial crisis. The 60-day price-volatility reading for the MSCI Korea index rose to its highest level since February 1998, exceeding levels seen during the 2008 global financial crisis. The MSCI Korea index, which earlier hit record highs amid frenzied trading and heavy leverage, is down 28% from its June peak and plunged 10% on Monday, retreating to levels from more than two months ago.