kospi

According to Bloomberg, Asian semiconductor stocks continued to weaken on Monday. The Bloomberg Asia Chip Index fell more than 2%, reaching its lowest level since July, with TSMC, SK Hynix, and Advantest being the main drags. The Korea Composite Stock Price Index recorded its largest weekly decline since October 2008 last week, dropping more than 3% at one point on Monday before recovering some ground; the Nikkei 225 index fell 2.3% at one point, and the Taiwan Weighted Index dropped 2%.Market concerns stem from two aspects. First, the pressure on financing for AI infrastructure in the United States continues to ferment, with CoreWeave's financing capabilities being questioned and the IPO expectations for Anthropic and Nscale cooling. Second, Chinese AI company DeepSeek released a new model update over the weekend, claiming faster operation speeds and lower resource consumption, raising concerns about the potential decrease in storage capacity required for AI models and the possible impact on chip demand.Kang DaeKwun, CEO of Life Asset Management, stated that the market uncertainty is too high, making it difficult to determine when the Korean stock market will bottom out. Financing for U.S. corporate AI projects is one of the main risks, and the profitability of Korean chip companies still heavily relies on continuous investment in AI infrastructure by U.S. companies. This week, the earnings reports from tech giants like Meta and Tesla will be an important window to observe the growth momentum of AI capital expenditures.

According to Gate quotes, the Japanese and South Korean stock markets opened higher today but the gains have slightly retreated.The South Korean KOSPI opened up 1.80% to 5653.99 points, currently reported at 5623.72 points, with an intraday increase of 1.25%; KOSDAQ opened up 1.49%. The memory chip sector continues to lead the gains, with Samsung Electronics and SK Hynix both rising over 2%. The South Korean stock market saw a significant drop yesterday, triggering a circuit breaker, and today is experiencing a recovery rebound. The Japanese Nikkei 225 opened up 0.78% to 64925.29 points, briefly surging to 1% after opening, and is currently maintaining a high-level fluctuation.

According to Gate market data, the Nikkei 225 index closed down 3318.34 points on October 15, with a decline of 4.90%, reporting at 64425.95 points. The South Korean KOSPI index also closed down 454.54 points on the same day, with a decline of 7.56%, reporting at 5554.27 points.During the trading session, the South Korean stock market once fell more than 9%, triggering the circuit breaker mechanism for the tenth time this year. The South Korean financial regulatory agency held an emergency meeting in the afternoon regarding the stock market, and subsequently, the market's decline narrowed. SK Hynix initially closed down 11.06%, while Samsung Electronics fell 9.48%.

According to Gate market data, the South Korean KOSPI index plummeted 8.00% during the day, currently reported at 5527.29 points. SK Hynix fell over 11%, and Samsung Electronics dropped over 9%.At the same time, the Korea Exchange activated the circuit breaker mechanism for the KOSDAQ, suspending trading for 20 minutes.

According to Gate market data, the South Korean KOSPI index fell by 7%. SK Hynix dropped by 10%, and Samsung Electronics fell by nearly 8%.

According to Gate quotes, the South Korean KOSPI index has widened its decline to 5%. SK Hynix fell over 7%, and Samsung Electronics dropped nearly 6%.

Goldman Sachs Global Investment Research Department's South Korea stock analyst Chris Cha stated in a report on September 23 that KOSPI has the conditions for a short-term tactical breakout, but the continuous flow of liquidity from South Korean retail investors into the cryptocurrency market will make the index's subsequent upward movement more reliant on foreign capital and local institutions reconfiguring. The report noted that concerns about the Federal Reserve's interest rates have been partially digested by the market, and risk appetite has shifted towards proxy AI themes.The report pointed out that South Korean memory chips provide fundamental support, with fourth-quarter DRAM contract prices expected to grow double digits quarter-on-quarter, and the ramp-up of HBM4 capacity will continue to limit the supply of standard server DRAM. Samsung Electronics' large shareholder returns, continuous buying by institutions, and foreign capital turning into net buying may drive KOSPI towards the resistance zone of 7000 to 7200 points.The report also indicated that the capacity of local South Korean retail investors to absorb has weakened. After Bitcoin returned to $85,000, cryptocurrency trading in South Korea has heated up. According to DefiLlama data cited in the report, Upbit's single-day spot trading volume on June 13 was approximately $770 million, which rose to $1.817 billion on September 22, an increase of about 136%. Based on the total trading volume of $3.27 billion on that day across South Korea's five major trading platforms, Upbit alone accounted for over half. Goldman Sachs believes this will make KOSPI more reliant on foreign and institutional buying in the future, and October is a critical window to test whether foreign capital will continue to increase its investment in South Korean semiconductor and AI assets.

According to Gate quotes, the South Korean KOSPI index closed down 57.13 points, a decrease of 0.85%, at 6627.24 points; the Nikkei 225 index closed down 8.89 points, a decrease of 0.01%, at 63484.10 points.

The Bank of Korea recently reviewed the reasons for the fluctuations of the Korea Composite Stock Price Index (KOSPI) in the "Monetary and Credit Policy Report for September 2026." The report shows that as the KOSPI continues to rise, the contribution rates of Samsung Electronics and SK Hynix to the index's increase have rapidly increased.Especially during the process in June this year when the KOSPI surged from 8000 points to 9000 points, the contribution rates of these two stocks to the index's rise reached as high as 99%.

According to Gate market data, the South Korean KOSPI index rose 11.5% this week, ending a seven-week decline trend.

According to Gate market data, the Nikkei 225 index closed up 784.53 points on August 13, an increase of 1.16%, reporting at 68,308.59 points.The South Korean KOSPI index also closed up 210.97 points on the same day, an increase of 3.21%, reporting at 6,790.01 points, with SK Hynix rising 5.9% and Samsung Electronics rising 3.9%.

According to Gate market data, the South Korean KOSPI index rose 3.38% in early trading, Samsung Electronics rose 4%, and SK Hynix rose 5%.

According to Gate market data, the Nikkei 225 index closed up 553.84 points on August 12, an increase of 0.83%, reporting at 67,524.06 points.The South Korean KOSPI index also closed up 233.51 points on the same day, an increase of 3.68%, reporting at 6,579.04 points.Chip stocks surged significantly, with Samsung Electronics rising 6.68% and SK Hynix rising 5.54%.

According to Gate market data, the South Korean KOSPI index surged 5% during the day, currently reported at 6,665.78 points.

According to Gate market data, the South Korean KOSPI index has expanded its decline to 3%, SK Hynix's stock price has dropped by 7%, and Samsung Electronics has fallen by nearly 3%.

According to Gate market data, the Nikkei 225 index closed up 2,342.91 points on August 5, an increase of 3.66%, closing at 66,300.44 points. SoftBank rose by 13%, and Kioxia rose by 4.8%.The South Korean KOSPI index also closed up 239.3 points on the same day, an increase of 3.76%, closing at 6,598.25 points; the KOSDAQ rose by 2.41%, SK Hynix rose by 5.77%, and Samsung Electronics rose by 2.5%.