[LEE'S 1ST YEAR IN OFFICE] KOSPI heading toward 10,000: Fundamentals, policy fuel Korea's market rally - The Korea Times

Kospi's daily turnover tops W40tr for 1st time amid stock rally

The Kospi's average daily turnover hit a record 48.05 trillion won ($31.8B) in May, with Samsung Electronics and SK hynix alone accounting for 43% of total volume as the index surged past 8,000 points for the first time. The concentration of capital on AI-adjacent semiconductor plays — driven by structural demand, not macro sentiment — signals that tech budget holders and institutional allocators are treating memory and foundry exposure as a core AI infrastructure bet, not a cyclical trade.