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South Korea's $4 Trillion Stock Market Becomes Global Barometer for AI Chip Risk Appetite

  • Infra & Chips
  • Finance

South Korea's roughly $4 trillion equity market has emerged as a leading gauge of global risk sentiment, with swings in Samsung Electronics and SK Hynix rippling through chip stocks worldwide. The two AI-memory giants now account for roughly half of the benchmark KOSPI, tying the fate of an entire national market to demand for the specialized chips powering artificial-intelligence data centers.

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