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Samsung Electronics

Foreigners Are Dumping Korea — So Why Are They Crowding Into Its Chips?

2026-08-152026-06-22 by Mr. Gat

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.

Categories Market Trends Tags AI memory, donghak gaemi, EWY ETF, index concentration, Korea discount, KOSPI, Samsung Electronics, SK Hynix

The KOSPI Doubled in 2026. Is This Korea’s AI Moment — or 1999 All Over Again?

2026-08-152026-06-19 by Mr. Gat

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.

Categories Market Trends Tags Samsung Electronics, SK Hynix

I Bought Samsung at 53,000 Won. Two Years Later It Was Under 50,000.

2026-08-152026-06-16 by Mr. Gat

A Korean retail investor’s true story of holding Samsung through a two-year slump — and the HBM truth the English headlines missed.

Categories Investing in Korea Tags AI memory, foreign investors, HBM, Korean stocks, KOSPI, memory chips, Samsung Electronics, SK Hynix
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