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 Korean stocks soared by more than 5 percent Thursday, briefly topping the 9,000-point level again, driven by a tech rally ignited by U.S. chip giant Micron Technology's…