@yunggeeski: Korea’s stock market is increasingly becoming a bet on two companies. Samsung Electronics and SK Hynix went from representing a relatively modest share of the KOSPI in the early 2000s to more than half of the market by 2026 in this estimate. The reason is simple: AI needs enormous amounts of advanced memory, and Korea happens to be home to two of the biggest winners from that demand. That concentration has been incredible on the way up, but it also means one bad semiconductor cycle can drag around an entire national stock market. The monthly history shown here is an estimated reconstruction using published market-share anchors and interpolation. Samsung includes both its common and preferred shares. Would you be comfortable owning a market this concentrated? Follow @yunggeeski for more charts showing what is actually driving global markets.

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Wednesday 22 July 2026 15:58:23 GMT