Business

South Korean shares surge after chip stock rout

BBC Business · 2026-07-31

AI SUMMARY

• What happened: South Korea's benchmark Kospi index surged nearly 17% in afternoon trading on Friday, recovering from a three-day decline that had erased hundreds of billions from the market, driven by gains in major chip manufacturers SK Hynix and Samsung Electronics. • Why it matters: The rebound reflects renewed investor optimism following positive earnings reports from U.S. tech companies, highlighting the volatility in the technology sector and the significant impact of AI-related investments on market performance. • What to watch next: Analysts will monitor the ongoing performance of tech stocks and investor sentiment towards AI investments, as well as the effectiveness of regulatory measures introduced to stabilize the market.

**South Korean Shares Surge After Recent Chip Stock Rout**

South Korea's stock market experienced a significant rebound on Friday, with the benchmark Kospi index soaring nearly 17% in afternoon trading. This surge comes as a partial recovery from a three-day decline that had erased hundreds of billions of dollars from the market's overall value.

The rally was primarily driven by major chip manufacturers SK Hynix and Samsung Electronics, both of which had faced substantial losses earlier in the week due to a broader sell-off in artificial intelligence (AI)-related stocks. The recent earnings reports from prominent U.S. technology companies, including Amazon and Microsoft, have rekindled investor optimism regarding the substantial investments being funneled into AI technologies.

In particular, SK Hynix, a key supplier to AI chip leader Nvidia, saw its shares increase by more than 17%. Meanwhile, Samsung Electronics experienced an even more robust gain, with its stock climbing by 23%. Both companies had previously suffered from a downturn in their stock prices as investors reacted to the volatility surrounding AI investments.

The recent fluctuations in the South Korean market reflect a growing trend of volatility, particularly in the technology sector, which has attracted a significant influx of retail investors. This year, the Kospi index has been halted multiple times due to a stock market mechanism known as a circuit breaker, designed to mitigate panic selling among investors.

Despite the recent downturn, the Kospi index remains significantly higher than it was at the end of 2022, boasting a 50% increase since then. The index had previously more than doubled in value earlier this year, reaching a record high in mid-June before experiencing a series of declines.

In response to the recent market instability, South Korean regulators have introduced measures aimed at curbing the sell-off that has affected investor confidence. The broader implications of these developments are being felt not only in South Korea but also in neighboring markets, with rising chip stocks contributing to gains in Japan and Taiwan.

As the market continues to react to both domestic and international economic indicators, analysts will be closely monitoring the performance of tech stocks and the overall sentiment surrounding AI investments in the coming weeks.

Source: BBC Business
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