South Korea's KOSPI closed down 241.69 points, or 3.65%, at 6,384.24 on Monday, Oct. 12. Samsung Electronics fell 4.38% and SK Hynix dropped 4.52%.

JP Morgan analysts say AI stocks could account for as much as half of Asian index weight and may drive 70% of the region's 2027 earnings growth. They say Asia's AI exposure is concentrated in hardware and expect supply tightness to persist at least through 2028, a dynamic that would grant suppliers significant pricing power. JP Morgan flags the most acute shortages in advanced logic chips, chip packaging (Ajinomoto build-up-film/ABF substrates), semiconductor equipment, high-end copper-clad laminates, HBM and high-speed optical components. The bank projects the AI ecosystem will generate net profits above $1 trillion and free cash flow around $700bn by 2028. JP Morgan retains overweight ratings on technology and on Taiwan and Korea equities.

英国首相伯纳姆：今日与美国总统特朗普通话，讨论了立即启动俄罗斯与乌克兰之间持续的能源停火。