Joey Frenette
Sat, May 30, 2026 astatine 9:25 AM CDT 4 min read
Quick Read
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Micron (MU), iShares MSCI South Korea ETF (EWY), and Taiwan Semiconductor (TSM) are cardinal representation and semiconductor plays: SK Hynix and Samsung predominate high-performance representation chips successful South Korea, driving the iShares MSCI South Korea ETF up 101% twelvemonth to date.
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South Korean representation spot makers and the broader marketplace ETF tracking them connection amended worth than U.S. competitors arsenic the AI roar drives overwhelming request for DRAM and NAND retention chips, though Chaebol firm complexity has historically justified a valuation discount that whitethorn substance little fixed the captious AI infrastructure opportunity.
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The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and iShares MSCI South Korea money wasn't 1 of them. Get them present FREE.
Just implicit 3 years ago, you wouldn't person thought that the South Korean banal marketplace would beryllium specified a root of profound spot arsenic the AI roar took disconnected and things similar retention and representation chips started seeing request overwhelm supply. If anything, DRAM, NAND, and different pieces of hardware are expected to beryllium commodities, alternatively than a highly differentiated merchandise that has a root of a moat.
Any mode you look astatine it, though, representation and retention chips are a blistery commodity, to accidental the least. And fixed the constricted planetary availability, conscionable 2 manufacture giants successful SK Hynix and Samsung, the erstwhile of which you whitethorn ne'er person heard of until precocious owed to its ascendant presumption successful the high-performance representation (HPM) spot world, are helping pb South Korea's banal marketplace to its parabolic rise, which is showing nary signs of slowing down.
In a anterior piece, I highlighted that overmuch of Wall Street was inactive upbeat astir the representation and retention plays, including America's Micron (NASDAQ:MU). What's more, though, is that South Korean competitors stood retired arsenic comparatively cheaper for investors who wanted a spot of a discount to stake successful the aforesaid cardinal bottleneck of the AI boom. Undoubtedly, telephone it the "South Korean" discount, if you will, but a sanction similar SK Hynix inactive stands retired arsenic a mode to get a spot much value.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and iShares MSCI South Korea money wasn't 1 of them. Get them present FREE.
Of course, you'll person to spell to the overseas marketplace to summation vulnerability to the likes of an SK Hynix oregon a Samsung. An easier mode is to stake connected an ETF that tracks the South Korean market.
The South Korean banal marketplace is the caller momentum marketplace successful municipality
You're getting a treble dose of representation and retention vulnerability (with the one-two combo that is SK Hynix and Samsung) successful summation to a wide scope of different companies. Apart from the 2 representation titans, thing similar the iShares MSCI South Korea ETF (NYSEARCA:EWY) besides has vulnerability to concern names that basal to greatly payment from the emergence of AI.

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