US Semiconductor Plunge: Will Korean Stock Market Be Shocked Again Next Week? Samsung Electronics, SK Hynix AI 1000 Trillion Won Investment, Will It Be a Boon?

Summary

Director Lee Ju-yeon reviews US and Korean market volatility, explaining semiconductor demand worries are overblown and that the KOSPI is historically cheap at 7x PER. She highlights upcoming catalysts including KOSDAQ 30th-anniversary policies and government mega projects, and identifies semiconductor equipment, AI data center plays, large-cap biotech, robotics, and renewable energy infrastructure as the key sectors for the coming week.

• US indices closed near flat while Philadelphia semiconductor index plunged over 5% on demand fears; biotech and software stocks rallied strongly.
• Apple and Microsoft price hikes signal cost pressure, but B2B server/data center semiconductor demand remains robust, making the sell-off overdone.
• KOSPI PER dropped back to 7x; a further dip to 7,750 points would be a compelling accumulation zone with earnings upgrades expected from upcoming results.
• KOSDAQ 30th anniversary conference and National Growth Fund policies aim to revive KOSDAQ through delisting reform, growth ladders, and value-up measures.
• Semiconductor equipment and materials sector is the leader, benefiting directly from Samsung and SK Hynix massive AI investment plans and strong order momentum.
• Samsung SDS and LG CNS are attractive AI data center plays, having retraced to box support after fading the Jensen Huang visit spike.
• US biotech ETFs (IBB, XBI) hit all-time highs; large-cap Korean biotechs like Alteogen, Ligachem Biosciences, AprilBio and OliX are positioned for catch-up.
• Robotics, renewable energy infrastructure, and secondary batteries are also on the watchlist, with robotics and renewables seen as immediate gainers from policy and investment announcements.