The South Korean benchmark Kospi's more-than 50 percent exposure to the country's top two chipmakers SK hynix and Samsung Electronics is not excessive when view

Samsung and SK Hynix led a 4% KOSPI rally on June 25 after Micron’s record quarter and outlook revived optimism on AI memory demand.

South Korea's KOSPI index doubled in 2026, driven by retail investors betting on Samsung and SK Hynix. But concentration risk and AI chip demand concerns