South Koreas stock market nearly doubled in 2026. Is this the AI success story or a bubble? [UKS1c70QJkU]
South Korea's KOSPI nearly doubled in 2026, smashing through 9,000. Two stocks drove almost the entire move, Samsung Electronics up over 400% and SK Hynix up nearly 900%. This is what happens when a stock market becomes a high conviction bet on the AI supercycle. In this deep dive we examine both sides. The bull case: hyperscalers are expected to spend over $600 billion on AI infrastructure this year alone, rising to $900 billion by 2028, and Samsung and SK Hynix sit right at the centre of that demand. The bear case: earnings expectations for both companies have gone way above what is reasonable, and semiconductor cycles always end very violently and very quickly. 📈 Catch more market commentary and insights on our channel. Subscribe ► Find out more: Your capital is at risk. 68% of retail investors lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money. #SouthKorea #KOSPI #Samsung #SKHynix #AIStocks #Semiconductors #AISupercycle #IGMarkets #DeepDive #EmergingMarkets #AIBubble #ChipStocks #Investing #HBM #AIInfrastructure