Market Updates
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TSMC Profit Jumps 77%: 3 Signals the Foundry Boom Sends to Samsung and SK Hynix
TSMC Q2 2026: The Numbers That Matter On July 16, 2026, TSMC reported its second-quarter results — and blew past every forecast. Revenue hit $40.2 billion, a new all-time high for the fifth consecutive quarter, while net profit surged more than 77% year-on-year to approximately NT$1.13 trillion (around $22.6 billion USD). (Source: TSMC Q2 2026…
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EcoproBM & Samsung SDI Surge: What’s Really Driving Korea’s Battery Sector Revival
Why Two Battery Stocks Moved Together On July 13, EcoproBM and Samsung SDI surged in tandem on the Korea Stock Exchange. Samsung SDI climbed 8.99% intraday, touching 473,000 won (TopStarNews, July 13, 2026), while EcoproBM and its group affiliates staged a broad recovery — triggering a wave of retail investor searches. Coincidence? Not this time.…
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Goldman Sachs Warned on Chips. Three Things Korean Investors Should Check Now.
If You’re Holding Korean Semiconductor Stocks Right Now In the past week, warning signals have been stacking up in the Korean equity market: Goldman Sachs flagged froth in the semiconductor sector, investor deposit balances hit a five-month low, and the Bank of Korea is widely expected to hike rates this week. Any one of these…
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Foreigners Dumped ₩149 Trillion from KOSPI — and Bought ₩95 Trillion of Japan Instead
The Numbers First — ₩149 Trillion Sold, ₩95 Trillion Bought In the first half of 2026, foreign investors sold a net ₩148–149 trillion worth of KOSPI shares (as of July 1, 2026; Yonhap, Maeil Business). Over the same period, Korean retail investors absorbed ₩99 trillion in net purchases, effectively propping up the market. Meanwhile, those…
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Micron Dropped 10% While DRAM Prices Rose — What It Means for Samsung and SK Hynix
Market Updates Investing & Assets Published July 11, 2026 Micron Fell -10.57% While DRAM Prices Kept Rising — What It Means for Samsung and SK Hynix Memory chip prices are going up. Micron’s stock just went sharply down. Understanding why those two things are happening at the same time — and which side of the…
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Burry Shorts NVIDIA: The Korea Semiconductor Reckoning
The Trade That Has Everyone Talking Again On June 30, 2026, Michael Burry did what he does periodically: he posted his short positions on Substack and let the internet argue. His entry on NVIDIA came at $198.09; his short on the iShares Semiconductor ETF (SOXX) at $642.80.[1][2] Both trades have moved in his favor since.…
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KOSPI July 1, 2026 Market Close — Foreign & Pension Selling Pushes Index to 8,303, KOSDAQ Bucks Trend
Today’s Snapshot — KOSPI Drops 2%, KOSDAQ Bucks the Trend South Korean equities split sharply on Wednesday, July 1, 2026. The KOSPI closed at 8,303.41, shedding 173.07 points (2.04%) from the previous session. The index had opened in positive territory—briefly topping the 8,600 level on the back of strong overnight gains in U.S. tech stocks—before…
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KOSPI Closes H1 2026 at 8,476 — Chips Lead Rebound on Final Session
Semiconductors Carry KOSPI to End a Turbulent First Half South Korea’s benchmark KOSPI closed the final trading session of the first half on a strong note. On June 30, 2026, the index gained 81.83 points, or 0.97%, to settle at 8,476.48 — snapping a three-session losing streak (Korea Exchange, close of June 30, 2026). The…
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Korea’s Three Mega-Projects: A ₩3,755 Trillion Blueprint for the Future
June 29, 2026: The Day Korea Placed a ₩3,755 Trillion Bet At 2 p.m. on a Monday afternoon, South Korea’s President Lee Jae-myung took the podium inside the Yeongbingwan banquet hall of Cheong Wa Dae — the former presidential compound turned public venue — flanked by two of the country’s most powerful industrialists: Lee Jae-yong,…
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Sold ₩47 Trillion, Gained ₩730 Trillion — The Foreign Sell-Korea Paradox
Sold ₩47 Trillion, Gained ₩730 Trillion The numbers defy instinct. In May alone, foreign investors net sold ₩47 trillion worth of Korean equities — the largest monthly net sale on record. Running the clock back to January, five consecutive months of selling add up to more than ₩100 trillion in net outflows (Digital Today, June…