South Korea says chip investments under discussion with US amid tariff concerns

South Korea and the United States are discussing semiconductor investments in the U.S. as ​part of broader bilateral talks, a Seoul official told reporters on ‌Friday.

Reuters • Sep 4, 2026

KOSPI jumps, Nikkei hesitates as Asia tests whether the bond rout is over

Asian stocks recovered on Thursday as a pause in the global bond selloff brought buyers back to South Korea and Japan, although the rebound remained cautious ahead of Friday's US jobs report. The KOSPI climbed 1.4% to 6,654.76 by late morning, clawing back part of Wednesday's 3.99% plunge, while the Nikkei 225 edged about 0.1% higher to 64,374.

Invezz • Sep 3, 2026

KOSPI tumbles despite chip buybacks: how much support can they really provide?

South Korean stocks sank on Wednesday as a renewed surge in oil prices and global bond yields hit the KOSPI's heavyweight technology and industrial names, turning Seoul into one of Asia's weakest major markets. The KOSPI was down 2.86% at 6,640.26 by late morning after opening more than 3% lower.

Invezz • Sep 2, 2026

South Korea ETFs: A Short-Term Pullback, a Long-Term Opportunity

South Korea ETFs are pulling back, but robust exports and rising AI spending could create a compelling long-term buying opportunity.

Zacks Investment Research • Sep 2, 2026

KOSPI rebounds as chip stocks recover while Nikkei 225 slides on bond shock

Asian stocks came under pressure on Tuesday as another surge in global bond yields collided with higher oil prices, leaving Japan's Nikkei 225 and South Korea's KOSPI navigating a difficult mix of inflation and interest-rate risks. The Nikkei fell about 1% to 65,647 in morning trading as semiconductor shares retreated, while the KOSPI recovered sharply from an opening loss of more than 1% to trade just 0.2% lower around 6,809 by late morning.

Invezz • Sep 1, 2026

FLKR: Rotate Into Other Korean Value Plays

Franklin FTSE South Korea ETF has been a top international ETF performer, especially after its 2026 breakout. The previous valuation discount to emerging markets for FLKR has now closed, removing a key bullish catalyst. South Korea's equity markets face heightened vulnerability to political risks and global economic shocks.

Seeking Alpha • Aug 31, 2026

Kospi Index at a crossroads as Samsung, SK Hynix leverage bets reverse

The Kospi Index has come under intense pressure in the past few months as top constituents like Samsung Electronics and SK Hynix lost momentum and as wary South Koreans pare back their leveraged bets. It dropped to 6,788 on Friday, down by 27% from its highest point this year.

Invezz • Aug 30, 2026

Kospi Index on edge as SK Hynix stock jumps after strong Nvidia guidance

The Kospi Index wavered on Thursday after the Bank of Korea (BoK) delivered a second interest rates hike as it battles with the relatively elevated inflation in the country. It also wavered as South Korean technology companies reacted to the strong Nvidia earnings report.

Invezz • Aug 27, 2026

Second straight rate hike for Asia's number-three economy as Nvidia-led AI expansion continues

The Bank of Korea tightened monetary policy by 25 basis points to 3% Thursday while simultaneously raising growth forecasts. Asia's third-largest economy is being powered by an AI boom that Nvidia's second-quarter results confirmed is far from being over.

Market Watch • Aug 27, 2026

Bank of Korea hikes rates again as core inflation stays elevated

The Bank of Korea hiked rates by 25 basis points to 3%, its highest since January 2025 and in line with expectations.

CNBC • Aug 27, 2026