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Economy · South Korea

Nomura, JPMorgan bullish on Korean chips despite Kospi swings

Outlet: The Korea Herald · The Korea Herald · Published 21/10/2026 05:56 UTC

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Despite wild swings in the Kospi, brokerages are doubling down on Korean chip stocks, betting the AI-driven memory boom has much further to run. The benchmark index has seesawed in recent sessions, with chip heavyweights Samsung Electronics and SK hynix at the center of the turbulence as investors reassess the outlook for AI demand. On Wednesday, the Kospi closed at 5,735.66, up 3.29 percent from the previous session. Samsung and SK hynix each surged more than 7 percent intraday, helping trigger

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  1. Excerpt · detected on 21/10/2026 08:38 UTC

    Despite wild Kospi swings, swings in the Kospi, brokerages are doubling down on Korean chip stocks, betting the AI-driven memory boom has much further to run. The benchmark index has seesawed in recent sessions, with chip heavyweights Samsung Electronics and SK hynix at the center of the turbulence as investors reassess the outlook for AI demand. On Thursday, Wednesday, the Kospi plunged 7.57 percent, triggering a 20-minute marketwide trading halt. But sentiment swung back Wednesday, when closed at 5,735.66, up 3.29 percent from the previous session. Samsung and SK hynix each surged more than 7 percent intraday, helping trigger

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    Before: «Despite wild Kospi swings, brokerages are doubling down on Korean chip stocks, betting the AI-driven memory boom has much further to run. The benchmark index has seesawed in recent sessions, with chip heavyweights Samsung Electronics and SK hynix at the center of the turbulence as investors reassess the outlook for AI demand. On Thursday, the Kospi plunged 7.57 percent, triggering a 20-minute marketwide trading halt. But sentiment swung back Wednesday, when Samsung and SK hynix each surged more» 3c949e90eb1a

    After: «Despite wild swings in the Kospi, brokerages are doubling down on Korean chip stocks, betting the AI-driven memory boom has much further to run. The benchmark index has seesawed in recent sessions, with chip heavyweights Samsung Electronics and SK hynix at the center of the turbulence as investors reassess the outlook for AI demand. On Wednesday, the Kospi closed at 5,735.66, up 3.29 percent from the previous session. Samsung and SK hynix each surged more than 7 percent intraday, helping trigger» c7669f038e4c

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Source
https://www.koreaherald.com/article/10910158
Published
21/10/2026 05:56 UTC
Captured
21/10/2026 06:08 UTC
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48cdc9a36308bacc · 489 words
Changes detected
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