#KoreaJapanChipRally

Kospi Surges as SK Hynix, Samsung Keep Global AI Rally Raging On

Goldman Sachs sees nearly 80% upside for South Korean stocks while maintaining its 12,000 Kospi target driven by the AI memory boom.

JUST IN: Goldman Sachs sees nearly 80% upside for South Korean stocks, maintaining a 12,000 target for the Kospi driven by the AI memory boom.

$SKHYNIX Hynix's plan to build a factory in the US is a positive development—does it mark the start of a new rally, or is it a peak signal of buying on expectations and selling on facts? Hynix's price action confirms the logic of buying on expectations and selling on facts. Before noon, funds speculated early on the positive news of the US factory plan, driving prices up; after the news was confirmed, sentiment was exhausted, lacking new catalysts, and bullish momentum faded. Looking at the market, there was a rise followed by a fall, currently consolidating around 1282, with Bollinger Bands narrowing and volume shrinking. Resistance is clearly seen at 1292-1300. Short-term outlook is bearish; if volume increases and the 1272 support breaks, the probability of a breakdown in the range rises significantly. It is recommended to try short positions on rallies, with support to watch at 1265-1258, and to wait for a clear direction before adjusting strategy. #日韩芯片股走强，AI存储周期能否延续？

Duoduo Review Diary, Long Position on SK Hynix Profit Review on September 7 $SKHYNIX 1. OpenAI Releases New Model Astra Jensen Huang directly stated "AGI has arrived," and the market immediately started calculating — AGI requires massive computing power and storage, significantly boosting demand expectations for HBM, DRAM, and NAND. This sentiment was already previewed in the US last weekend: last Friday, the Philadelphia Semiconductor Index rose 3.38%, and SK Hynix's US ADR surged 8.14%. Today at the Asia-Pacific open, the Nikkei rose over 1300 points, the Korean stock market gapped up 3.34%, and storage chips rallied across the board. 2. Foreign and Institutional Investors Jointly Buying Today, foreign investors net bought 890.7 billion KRW, institutions net bought 752.8 billion KRW, while retail investors net sold 2.24 trillion KRW. Funds concentrated on increasing holdings in semiconductor heavyweight stocks, directly pushing up SK Hynix and Samsung. 3. Fundamentals Are Not Weak From January to August this year, South Korea's semiconductor exports reached $281.2 billion, a year-on-year surge of 169.6%. Nomura reiterated a buy rating last Friday with a target price of 4.7 million KRW. In short: OpenAI ignited sentiment, US stocks led the rally, foreign and institutional investors followed with purchases, and fundamentals provide a solid foundation.

#Will the strength of Japanese and Korean chip stocks and the AI storage cycle continue? This market trend conveys a key signal: the market is shifting from "who has stronger computing power" to "who reasons faster." The logic behind the rise in Japan and Korea is somewhat different. Korea's main battleground is HBM, DRAM, and NAND, with Samsung and SK Hynix directly benefiting from AI dividends. Japan's side is more scattered, with equipment, testing, and materials also rising. Interestingly, today the Korean stock market saw mainly foreign and institutional investors buying, while retail investors were selling, indicating some disagreement about sustainability. Goldman Sachs reiterated a 12,000-point target, with the core assumption being continuous AI capital expenditure and ongoing tight storage supply and demand. There are three points worth noting for the crypto community. First, GPT-6 Astra confirms that inference demand is becoming the new driving force for AI computing power, global computing power demand is still expanding, and the crypto sector's AI track and DePIN projects are also benefiting. Second, the continued strength of storage stocks indicates that AI hardware capital expenditure is still increasing, miners face short-term cost pressures, but the certainty of the sector is growing stronger. Third, if Korean storage stocks continue to rise, some funds will sooner or later flow back from the stock market to the crypto market, and the logic of the Korean premium remains. Here is my view. GPT-6 Astra is not just a PPT; it is a solid new variable driving computing power demand. Goldman Sachs' 12,000-point target is not just talk, but as long as institutions are buying and retail investors are selling, the Korean stock market will still fluctuate in the short term. What do you think? $BTC $ETH

What’s the outlook for storage tonight? Japan and South Korea have already given the answer. Storage in Japan and South Korea continues to surge. SK Hynix is up over 3%, Samsung nearly 2%, and the KOSPI has risen above 7000 points. Last Friday, U.S. markets were closed for Labor Day, but SNDK surged 11.9% in a single day, and MU rose 6.1%—when the market opens tonight, this momentum will most likely continue. The core logic has three points: First, after OpenAI released the Astra model, the market is trading again on the idea that "the stronger the model → the more inference → the greater the storage demand." Second, reports say Samsung and SK Hynix’s inventory is down to less than 10 days. Goldman Sachs believes supply tightness will last at least until 2027, not just a short-term spike. Third, server manufacturers Dell and HPE have repeatedly reported shortages, and downstream orders are already voting with their wallets. In terms of strategy: lean bullish, but don’t chase aggressively on a high open. SNDK has the most short-term catalysts (linked to Kioxia + inclusion in the S&P 100), offering high volatility but is already very hot; MU has higher certainty, directly benefiting from HBM/DRAM shortages. When signals are this consistent, keep a clear head. #日韩芯片股走强，AI存储周期能否延续？ #闪迪纳入标普100，下周迎首次定价

The US stock market is closed today, but South Korean and Japanese chip stocks have started moving first. The South Korean KOSPI opened sharply up 3.34%, with a batch of memory chip stocks like Samsung Electronics and SK Hynix surging together. On the Japanese side, Kioxia, Tokyo Electron, and Advantest also strengthened. Especially the gains in SK Hynix and Kioxia are not just ordinary follow-ups; it looks more like capital is starting to aggressively chase the AI memory storage sector again. The logic is not complicated: AI models are becoming more competitive in inference, data center computing power demand continues to rise, and naturally HBM, DRAM, NAND are being targeted again. Previously, everyone was focused on AI computing power, but now capital is shifting toward storage and semiconductor equipment segments. But what I’m more curious about is tomorrow. Because the US market didn’t open at all today, South Korea and Japan have already ignited the chip fire first. When the US market reopens tomorrow, will directions like SanDisk and semiconductor equipment follow suit? If the US chip stocks collectively pick up the baton tomorrow, then today’s move in South Korea and Japan will have reference value. So I won’t speculate too much today. Tomorrow at the open, we’ll see if the US market follows. #日韩芯片股走强，AI存储周期能否延续？ $SKHYNIX $SAMSUNG $OPENAI

[Pharaoh Market Watch] Korean and Japanese chip stocks are rallying again, but how much longer can this storage cycle last? Pharaoh says directly, once OpenAI releases a new model, chip stocks collectively explode. This script is even more straightforward than Pharaoh's pyramids—Astra is going to work for users, and computing power demand will only grow, making storage the real winner. This morning, the Nikkei 225 surged over 1300 points, South Korea's KOSPI index rose more than 4%, SK Hynix jumped over 7%, Samsung Electronics gained over 5%, and Kioxia rose more than 7%. The trigger was OpenAI releasing the next-generation large model GPT-6 Astra, and the market immediately realized—now that the model can work, storage must keep up. Goldman Sachs continues to be bullish, with the Asia-Pacific chief strategist maintaining a KOSPI target of 12,000 points, implying nearly 80% upside from current levels. The reason is that the market systematically underestimates the sustainability of the AI storage profit cycle—U.S. tech giants' capital expenditure may exceed $1.2 trillion next year, and chip shortages caused by data center expansion will worsen further by 2027. AI server shipments are also accelerating; TrendForce data shows the global AI server shipment growth rate for 2026 has been revised up to about 31% year-over-year. Storage has transformed from a cyclical stock into a "core asset of AI infrastructure." There may be short-term pullbacks after strong gains, but the direction is clear. So pullbacks are buying opportunities—be bold and go for it! $BTC $ZEC $SOL #日韩芯片股走强，AI存储周期能否延续？

#Will the strength of Japanese and Korean chip stocks and the AI storage cycle continue? I am Cige. The release of GPT-6 Astra has directly ignited Japanese and Korean chip stocks. KOSPI opened 3.34% higher, led by Samsung and SK Hynix, with Japanese storage, equipment, and testing companies also strengthening simultaneously. Astra works for users, expanding inference demand and increasing computing power consumption. This path is more direct and lasting than the training side. South Korea's benefit path lies in the prosperity of HBM, DRAM, and NAND, while Japan focuses on storage, equipment, testing, and materials segments. Both lines are rising, but the benefit structures differ. Foreign capital and institutions are buying, retail investors are selling, and there is a divergence in opinions on the sustainability of the market. Goldman Sachs reiterated the KOSPI 12000 target, with the core assumption that AI capital expenditure and tight storage supply and demand will continue, driving corporate profit growth and valuation recovery. Whether the storage cycle can continue depends on whether cloud vendors' capital expenditure, storage prices, and industry chain orders can grow synchronously. The direction hasn't changed, but the pace is shifting. Cige has finished speaking; you can savor it. $BTC $ETH $ZEC