KOSPI

It sets the total market value on January 4, 1980 at 100 and tracks the multiple since. Cap-weighted giants like Samsung Electronics and SK Hynix dominate its moves, so the chip cycle often decides which way the KOSPI goes. It occupies the same place in Korea that the S&P 500 does in the US.

Predictions & track record (3)

• Awaiting grading The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO PriceCheck by end of December 2026 whether CXMT starts LPDDR6 mass production on schedule and begins supplying Xiaomi/Huawei, and whether SK Hynix's ADR recovers above its $149 IPO price.
• Awaiting grading SK Hynix's Q2 Profit Could Hit ₩100 Trillion, but Analysts Say Much of It Isn't From ChipsCheck SK Hynix's Q2 earnings release for whether operating profit lands around ₩60tn as estimated, and whether the dividend is actually raised by a wide margin.
• Awaiting grading A Morgan Stanley note turning bearish on memory chips is real, and may be behind Korea's KOSPI pullback, analyst Jukan confirmsCheck whether Q4 2026 memory price increases actually slow to around 5% quarter-over-quarter as Morgan Stanley's Shawn Kim projected, or come in hotter, which would support the bull case instead.

5 related posts

• Watch The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO Price Jukan (@jukan05) · 2026-07-28
• Watch SK Hynix's Q2 Profit Could Hit ₩100 Trillion, but Analysts Say Much of It Isn't From Chips Jukan (@jukan05) · 2026-07-27
• Bear A Morgan Stanley note turning bearish on memory chips is real, and may be behind Korea's KOSPI pullback, analyst Jukan confirms Jukan (@jukan05) · 2026-07-24
• Watch Korea and the Nasdaq are moving in lockstep like never before, as the AI trade goes global The Kobeissi Letter (@KobeissiLetter) · 2026-07-21
• Emin Yurumazu: could Korea, sitting at the center of the AI bubble, be the one to pull the trigger? エミン・ユルマズ (Emin Yurumazu) · 2026-06-05