237350.KS is trading at KRW 87800.00 (+3.02%), extending a sharp KOSPI rebound led by Samsung Electronics and SK hynix.
- Their AI-memory exposure continues attracting investors.
- Korean semiconductor exports rose 155% year over year during the first ten days of August, reinforcing expectations for strong AI-infrastructure demand.
- The move appears primarily sector-driven rather than broad global risk-on; recent KOSPI gains have concentrated in chip heavyweights after the market’s August 6 semiconductor selloff.