What’s Driving
Korean Stocks Today?

Semiconductor super-cycle / HBM

The AI-driven memory boom is moving past concerns over slowing price gains into a cycle-lengthening phase, and on HBM and foundry's medium-to-long-term growth potential, Samsung Electronics and SK hynix are entering a structural re-rating phase that goes 'beyond the cycle.' Micron's earnings and U.S.-China HBM cooperation are the next catalysts.