KOSPI surged 4.93% on July 3 as Samsung Electronics and SK Hynix rebounded on Meta AI demand reversal. Market breadth remains narrow — key levels ahead.
KOSPI fell 9% in five days on a foreign chip exodus; Korea Kolmar hits 4 screeners and Gigavis 3 as the quality re-rating framework stays selective. Jul 2.
Samsung Electro-Mechanics jumps 7% as DRAM contract prices rise and SK Hynix signs an uncapped long-term deal. A deep dive into Korea's chip flow split.
A detailed H1 2026 review of Korea and U.S. equities through KOSPI crowding, KOSDAQ weakness, foreign selling absorbed by domestic liquidity, U.S. AI infrastructure bottlenecks, and the rotation into HBM, memory, storage, servers, equipment and power.