Industry Analysis
The KOSPI's technical bull market is fueled by a resurgence in semiconductor stocks amid growing AI demand. Key players like Samsung and SK Hynix are benefiting from increased memory chip prices, spurring upstream supply chain growth. Tightened margin trading regulations curb speculation, while shareholder return policies bolster investor confidence. Competitors such as Supermicro and CoreWeave have reinforced market optimism through strong earnings. However, rising U.S. Treasury yields and a stronger dollar could dampen momentum. Over the next 12–24 months, sustained AI investment may push KOSPI above its June peak, but a slowdown could trigger sectoral corrections.
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