• Reports on July 6 say Nvidia's Kyber NVL144 rack-scale AI server has been pushed back by more than a year to 2028 due to manufacturing issues with its complex 78-layer PCB midplane.
• Asian supply-chain names were hit hard: Kingboard Laminates fell as much as 18%, Ibiden dropped 10%, and Samsung Electro-Mechanics and Elite Material each lost roughly 10–11%.
• The fresh setback gives fresh ammunition to the bears arguing the AI capex cycle is peaking, and dovetails with Mike Wilson's Morgan Stanley rotation call away from chip stocks.

I'll look up the tickers for KOSPI and the Taiwan index, then pull their price data for the last month.The KOSPI and Taiwan Weighted Index (TAIEX) aren't individual stocks — they're major equity benchmarks. Let me search for ETFs that track them, which we can use as proxies.I'll use EWY (iShares MSCI South Korea ETF) as a KOSPI proxy and EWT (iShares MSCI Taiwan ETF) as a Taiwan proxy. Let me load their price data from the last month.Those ETFs aren't in the local database. Let me try to find the actual KOSPI index data through another approach — maybe there are ADRs or other tickers available.Good — I now have solid data from web results. Let me compile what I found for both indices for the last month (roughly June 6 – July 6, 2026).

Here's the performance summary:

KOSPI & TAIEX — Last Month Performance

Key details:

• KOSPI had a wild June — it surged past 9,000 for the first time ever, hitting an intraday high of 9,385 on June 18–19, before giving back gains. From peak to late June, it shed roughly 700–900 points (~−8% to −10%), though it's still up over 100% YTD driven by semiconductor stocks like Samsung Electronics and SK Hynix.

• TAIEX hit an all-time high of 48,219 in mid-June, then suffered its 3rd steepest single-day point drop ever on June 26 (−1,684 points, −3.64%), driven by a tech rout after Broadcom/OpenAI's ASIC chip announcement rattled TSMC and MediaTek. From the June peak to late June levels around ~44,500–46,000, that's a −6% to −8% decline.

Both indices saw a classic "peak and pullback" pattern in June — rallying to all-time highs early-mid month before geopolitical, rate-hike, and semiconductor-cycle concerns triggered sharp corrections.