除了中东，英伟达也导致了韩国股市暴跌

Group 1 - The KOSPI index in South Korea experienced a decline of over 10% in two days, marking the largest drop since 2008, primarily due to global risk aversion triggered by Trump's military actions against Iran [1] - A report indicated that Nvidia's development of a new inference chip utilizing Groq's SRAM architecture contributed to the decline in South Korean memory stocks, raising concerns about reduced demand for main memory including HBM [1] - However, the South Korean stock market rebounded strongly, with the KOSPI index increasing by 11%, and major tech companies like Samsung Electronics and SK Hynix saw significant gains of 13% and 15% respectively [1] Group 2 - The market may have misjudged the impact of SRAM inference chips on HBM and DRAM, as KIS stated that the notion of low-cost SRAM chips reducing the use of existing main memory reflects a poor understanding of memory technology [4] - SRAM has historically been used for low-latency cache or on-chip buffering applications rather than as a primary memory for large data storage, due to its larger unit area and higher cost per bit compared to DRAM [4] - The adoption of SRAM architecture is seen as a unique option for specific workloads requiring ultra-low latency, particularly in AI applications, and is expected to diversify the memory hierarchy rather than replace DRAM [7] - KIS noted that the integration of SRAM, HBM, and DRAM will lead to a more layered memory hierarchy, ultimately expanding the total addressable market (TAM) for the memory industry [7]