Recently, the South Korean stock market experienced two circuit breakers within two days, plummeting by 13%, which is actually related to AI chips. Everyone knows that AI cannot do without high-end chips, and chip production requires a type of memory called HBM. 80% of the global HBM production capacity is controlled by South Korean giants Samsung and SK Hynix, whose performance affects the entire South Korean stock market. But chips cannot do without electricity, and South Korea mainly relies on imported natural gas for power generation. With the escalation of the Middle East conflict, the Strait of Hormuz is blocked, natural gas prices are soaring, power generation costs are rising, the pressure on the chip industry is increasing, and the stock market is rapidly falling. The market sentiment has also intensified panic, with retail investors taking orders one after another, resulting in a more severe drop in stock prices. In fact, the demand for AI chips has always existed and the fundamentals have not changed, but the emotional drive has made the stock market more volatile. This tells us a lesson: whether it's chip investment or the future of Web3, understanding the fundamentals and market sentiment, making rational decisions, and avoiding blindly following trends are the key to seizing real opportunities. Do you think Korean chip giants can rebound quickly? Come and chat in the comment section! Investing in AI chips to avoid pitfalls: Analysis of sentiment and decision-making in the South Korean stock market