Korea unveiled a ~₩1,000 trillion ($720B) AI and chip mega-plan — a “Korean Stargate.” But it’s built differently from the US version, and the president…
Korea’s Value-Up program is a national attempt to end the chronic “Korea discount.” Unlike past reforms, this one became law — and the policy line has stayed consistent across a change of government. Here’s what actually changed, who wins, and where the skeptics have a point.
In 2026 the KOSPI broke 9,000 while foreign ownership of Samsung and SK Hynix hit a one-year low. It’s not a contradiction — it’s forced selling of “Korea” and deep conviction in its AI memory. Here’s the machine behind it.
Korea’s KOSPI roughly doubled in 2026 and broke 9,000 for the first time. The earnings engine is real — but record retail margin debt and a two-stock index are the fuel. Here’s how to tell a boom from a bubble.
A Korean retail investor’s true story of holding Samsung through a two-year slump — and the HBM truth the English headlines missed.