Looks like the AI chip rally e-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Looks like the AI chip rally extends to its Asia counterparts too.

South Korea's benchmark stock index has crossed the 7,000-point mark for the first time ever, led by chip giant Samsung Electronics (SSNLF). Investor sentiment was lifted by the global AI-driven chip rally a day ago and strong economic data released on Monday.

Record high: The KOSPI index closed 6.5% higher at 7,384.56 on Wednesday, paring some gains after reaching a record intraday high of 7,426.60. The index's top gainers were Samsung, whose Seoul-listed shares rose over 14%, and Nvidia supplier SK hynix, which gained about 11%. Samsung's market cap also surpassed $1T, making it the second Asian company to join the trillion-dollar club after Taiwan Semiconductor (TSM). KOSPI's latest rally added to Monday's gains, which were fueled by strong manufacturing activity and exports due to AI-driven chip demand. The stock market was closed on Tuesday. The index gained 71% YTD, and is up about 187% over the past year. To note, KOSPI rose 76% in 2025, which was its best annual performance since 1999.

Bigger picture: "If the demand for AI chips continues at this level, KOSPI could reach 10,000 points by the end of this year," Seo Sang-young, analyst at Mirae Asset Securities, told Reuters. "But if the demand collapses with worries over ⁠inflation and weak growth due to the Iran war, it could plummet to as low as 4,500." Inflation in South Korea accelerated in April, but government measures like food vouchers and a gasoline price cap helped absorb some of the Iran war-driven energy shock. But inflation is expected to heat up going forward. "Strong exports, driven by semiconductors, will support overall growth, but the domestic economy will likely be hit harder by energy price hikes," ING Economic and Financial Analysis projected.

NVIDIA & TSM Surging: Where Is the Ceiling for Chip Demand?

NVIDIA and TSMC both jumped approximately 6% as analyst reports flagged hyperscalers entering an AI compute "hyperdrive" procurement cycle. TotalEnergies' deployment of the Pangea 5 supercomputer underscores the breadth of industrial AI demand, while orders for NVIDIA's B-series GPUs and AMD's MI400 continue to push advanced-node utilization rates higher. Google is narrowing the market cap gap with NVIDIA. With hyperscalers in "hyperdrive" mode, where is NVIDIA's demand ceiling — and can TSMC's $56B expansion cement its AI foundry dominance?

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TotalEnergies' deployment of the Pangea 5 supercomputer underscores the breadth of industrial AI demand, while orders for NVIDIA's B-series GPUs and AMD's MI400 continue to push advanced-node utilization rates higher. Google is narrowing the market cap gap with NVIDIA. With hyperscalers in \"hyperdrive\" mode, where is NVIDIA's demand ceiling — and can TSMC's $56B expansion cement its AI foundry dominance?","image":"https://community-static.tradeup.com/news/eede1af8088e929b2944caeab39a2db8"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Looks like the AI chip rally extends to its Asia counterparts too.</p>\n<p><br></p>\n<p>South Korea's benchmark stock index has crossed the 7,000-point mark for the first time ever, led by chip giant Samsung Electronics (SSNLF). Investor sentiment was lifted by the global AI-driven chip rally a day ago and strong economic data released on Monday.</p>\n<p>Record high: The KOSPI index closed 6.5% higher at 7,384.56 on Wednesday, paring some gains after reaching a record intraday high of 7,426.60. The index's top gainers were Samsung, whose Seoul-listed shares rose over 14%, and Nvidia supplier SK hynix, which gained about 11%. Samsung's market cap also surpassed $1T, making it the second Asian company to join the trillion-dollar club after Taiwan Semiconductor (TSM). KOSPI's latest rally added to Monday's gains, which were fueled by strong manufacturing activity and exports due to AI-driven chip demand. The stock market was closed on Tuesday. The index gained 71% YTD, and is up about 187% over the past year. To note, KOSPI rose 76% in 2025, which was its best annual performance since 1999.</p>\n<p>Bigger picture: \"If the demand for AI chips continues at this level, KOSPI could reach 10,000 points by the end of this year,\" Seo Sang-young, analyst at Mirae Asset Securities, told Reuters. \"But if the demand collapses with worries over ⁠inflation and weak growth due to the Iran war, it could plummet to as low as 4,500.\" Inflation in South Korea accelerated in April, but government measures like food vouchers and a gasoline price cap helped absorb some of the Iran war-driven energy shock. But inflation is expected to heat up going forward. \"Strong exports, driven by semiconductors, will support overall growth, but the domestic economy will likely be hit harder by energy price hikes,\" ING Economic and Financial Analysis projected.</p></body></html>","htmlText":"<html><head></head><body><p>Looks like the AI chip rally extends to its Asia counterparts too.</p>\n<p><br></p>\n<p>South Korea's benchmark stock index has crossed the 7,000-point mark for the first time ever, led by chip giant Samsung Electronics (SSNLF). Investor sentiment was lifted by the global AI-driven chip rally a day ago and strong economic data released on Monday.</p>\n<p>Record high: The KOSPI index closed 6.5% higher at 7,384.56 on Wednesday, paring some gains after reaching a record intraday high of 7,426.60. The index's top gainers were Samsung, whose Seoul-listed shares rose over 14%, and Nvidia supplier SK hynix, which gained about 11%. Samsung's market cap also surpassed $1T, making it the second Asian company to join the trillion-dollar club after Taiwan Semiconductor (TSM). KOSPI's latest rally added to Monday's gains, which were fueled by strong manufacturing activity and exports due to AI-driven chip demand. The stock market was closed on Tuesday. The index gained 71% YTD, and is up about 187% over the past year. To note, KOSPI rose 76% in 2025, which was its best annual performance since 1999.</p>\n<p>Bigger picture: \"If the demand for AI chips continues at this level, KOSPI could reach 10,000 points by the end of this year,\" Seo Sang-young, analyst at Mirae Asset Securities, told Reuters. \"But if the demand collapses with worries over ⁠inflation and weak growth due to the Iran war, it could plummet to as low as 4,500.\" Inflation in South Korea accelerated in April, but government measures like food vouchers and a gasoline price cap helped absorb some of the Iran war-driven energy shock. But inflation is expected to heat up going forward. \"Strong exports, driven by semiconductors, will support overall growth, but the domestic economy will likely be hit harder by energy price hikes,\" ING Economic and Financial Analysis projected.</p></body></html>","text":"Looks like the AI chip rally extends to its Asia counterparts too. South Korea's benchmark stock index has crossed the 7,000-point mark for the first time ever, led by chip giant Samsung Electronics (SSNLF). Investor sentiment was lifted by the global AI-driven chip rally a day ago and strong economic data released on Monday. Record high: The KOSPI index closed 6.5% higher at 7,384.56 on Wednesday, paring some gains after reaching a record intraday high of 7,426.60. The index's top gainers were Samsung, whose Seoul-listed shares rose over 14%, and Nvidia supplier SK hynix, which gained about 11%. Samsung's market cap also surpassed $1T, making it the second Asian company to join the trillion-dollar club after Taiwan Semiconductor (TSM). KOSPI's latest rally added to Monday's gains, which were fueled by strong manufacturing activity and exports due to AI-driven chip demand. The stock market was closed on Tuesday. The index gained 71% YTD, and is up about 187% over the past year. To note, KOSPI rose 76% in 2025, which was its best annual performance since 1999. Bigger picture: \"If the demand for AI chips continues at this level, KOSPI could reach 10,000 points by the end of this year,\" Seo Sang-young, analyst at Mirae Asset Securities, told Reuters. \"But if the demand collapses with worries over ⁠inflation and weak growth due to the Iran war, it could plummet to as low as 4,500.\" Inflation in South Korea accelerated in April, but government measures like food vouchers and a gasoline price cap helped absorb some of the Iran war-driven energy shock. 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