$005930 closed down 2.42% at 262,000 won despite posting record Q4 operating profit of 107 trillion won.

Institutions sold 647 billion won, foreigners dumped 3.5 trillion won. Retail bought 9.6 trillion won but couldn't stem the decline.

Multiple headwinds converged: US 10-year Treasury spiked to 5.36% intraday, seven semiconductor ETFs rebalanced 19 trillion won in holdings, options expiry, and treasury buyback programs ending.

Classic case of 'sell the news' meeting technical supply pressure. Strong earnings, weak tape.