// Global Analysis Archive
South Korean shares reached all-time highs on 11 May 2026, led by sharp gains in Samsung Electronics and SK Hynix as AI optimism and strong chip export data boosted sentiment. Weak market breadth, foreign net selling, and a softer won point to rising concentration and volatility risks despite the headline rally.
Samsung Electronics and SK Hynix are reportedly increasing investment in their China factories to upgrade NAND and DRAM processes and expand capacity amid AI-led memory tightness. Samsung’s Xi’an NAND facility—described as its only overseas NAND site—saw a sharp year-on-year capex increase, underscoring China’s role in global supply.
South Korean shares reached all-time highs on 11 May 2026, led by sharp gains in Samsung Electronics and SK Hynix as AI optimism and strong chip export data boosted sentiment. Weak market breadth, foreign net selling, and a softer won point to rising concentration and volatility risks despite the headline rally.
Samsung Electronics and SK Hynix are reportedly increasing investment in their China factories to upgrade NAND and DRAM processes and expand capacity amid AI-led memory tightness. Samsung’s Xi’an NAND facility—described as its only overseas NAND site—saw a sharp year-on-year capex increase, underscoring China’s role in global supply.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-4654 | Kospi Hits Record as AI Chip Rally Propels Samsung and SK Hynix Amid Export Surge | South Korea | 2026-05-11 | 0 | ACCESS » |
| RPT-3138 | Samsung and SK Hynix Deepen China Fab Upgrades to Meet AI-Driven Memory Demand | Semiconductors | 2024-11-02 | 0 | ACCESS » |