South Korea’s Kospi has staged a stunning comeback. How long will the bull market last? - CNBC

The Kospi index has staged a remarkable recovery, climbing over 20% from its July low to enter bull market territory. This rebound is largely driven by renewed investor interest in South Korea’s semic... Read original →

The sharp rebound in the Kospi index is primarily fueled by a resurgence in the semiconductor sector, with key players like TSMC driving investor confidence. Rising demand for AI hardware and memory chips has significantly boosted valuations. However, the index’s heavy concentration on a few tech firms makes it vulnerable to shifts in AI sentiment or supply chain disruptions. From a compliance perspective, ongoing U.S.-China tech decoupling introduces supply chain risks, especially in EUV and advanced process nodes, compelling firms to seek alternative sourcing strategies. Competitors may respond with increased R&D investment or strategic acquisitions to maintain market share. Over the next 12–24 months, sustained AI infrastructure spending could support continued industry growth, but macroeconomic shifts or geopolitical tensions may intensify market volatility.