South Korea’s KOSPI index has outperformed global peers, with Samsung Electronics and SK hynix surpassing China’s tech giants in market cap, driven by AI-fueled semiconductor gains, defense exports, and government-led value-up reforms that are drawing renewed attention from Japan.
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[Securities Industry Tidbits]Japan, Once a Value-Up Role Model, Now Eyes KOSPI—“South Korea Surpasses China”

South Korea’s KOSPI index has outperformed global peers, with Samsung Electronics and SK hynix surpassing China’s tech giants in market cap, driven by AI-fueled semiconductor gains, defense exports, and government-led value-up reforms that are drawing renewed attention from Japan.

Yonhap Infomax