Korea’s Chip Supercycle: Samsung, SK Hynix & the AI Memory Boom
SK Hynix’s record-breaking Nasdaq debut didn’t happen in a vacuum. It sits on top of a bigger story: a memory […]
SK Hynix’s record-breaking Nasdaq debut didn’t happen in a vacuum. It sits on top of a bigger story: a memory […]
On July 10, 2026, a Korean chipmaker did something no foreign company had ever done: it raised more money in
๐ฐ Two Main Taxes: A withholding tax on dividends and a securities transaction tax on sales — both trim net
๐ฅ Three Players: Foreigners, domestic institutions, and retail investors — their daily net buying and selling is published and closely
๐ Two Brakes: Sidecars pause program trading on a 5% futures move; circuit breakers halt the whole market at -8%,
๐ท๏ธ Structural Cheapness: Korean equities have long traded at lower valuation multiples than global and regional peers — the “Korea
๐ Access Simplified: Reforms have streamlined market entry for foreign investors, but KRW settlement means FX risk is always present.
๐ Set Hours: Regular trading runs 09:00–15:30 KST, bracketed by opening and closing single-price auctions. ๐๏ธ Long Holidays: Korea’s market
๐ฑ Seven Decades: From its 1956 founding through war-recovery, industrialization, and crises, Korea built one of Asia’s most dynamic equity
๐๏ธ One Exchange, Two Boards: Every Korean stock trades on the Korea Exchange (KRX), split into the large-cap KOSPI and