South Korea's once-hot AI stocks struggle for buyers as doubts grow over memory-chip boom
· Source: businesstimes.com.sg
In short
South Korea's AI-focused stock market, heavily reliant on memory-chip giants Samsung Electronics and SK Hynix, is losing investor interest amid fears of a fading memory chip boom. While the Kospi index saw strong gains in early 2026, it has declined sharply as foreign and retail investors pull back, contrasting with broader AI equity gains in Taiwan and the US. Taiwan's more diversified semiconductor sector is now favored due to its wider engagement across the AI supply chain and stronger earnings outlook.
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In the issue of week 41, 2026: AI Moves Supply Chains From Planning Toward Execution, But Data and Capacity Set the Pace
Tags: semiconductors, memory chips, stocks, investors, South Korea, Taiwan