South Korea’s chip giants just logged their biggest rally ever. What it means for the global AI trade.
THE SO WHAT
The record rally in South Korea’s chip names reinforces that AI upside is still priced into memory and foundry capacity, not just US hyperscalers. If you depend on HBM or advanced packaging, assume capital will keep flowing into these suppliers—and that your future pricing and allocation will track their cycle, not your own roadmap.
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