Korea’s stock market has doubled in 2026, and Goldman still sees another 35% upside

South Korean shares hit record high on export surge, Nvidia optimism

South Korea's KOSPI surged 4.59% to a record 8,865 on May exports growing at the strongest annual rate in over 40 years, with AI-driven chip sales at an all-time high; Samsung Electronics +9.70%, SK Hynix +2.01%. Nvidia CEO Jensen Huang's expected meetings with Korean executives signal deepening US-Korea AI and robotics partnerships — a supply chain signal for any team evaluating HBM or next-gen GPU procurement timelines.