Three major Wall Street banks simultaneously called the KOSPI bottom this week as Korea's own DRAM export data delivered a 523% year-on-year price surge.
Foreign institutional sentiment toward Korea is shifting direction, Korea-linked leveraged ETF liquidation is approximately 75% complete, and the yen hit a 40-year low as the Bank of Japan weighs an accelerated rate hike path. Deutsche Bank now places the memory cycle peak at 2028, Supermicro's $60 billion order backlog confirms hyperscaler capex remains intact, and Korea's petrochemical sector recorded five credit downgrades in the first half — a split picture that demands sector-level positioning decisions.
Sources:
Wall Street Calls KOSPI Bottom, Semiconductor Selloff Set to Stop — Seoul Economic Daily, July 22, 2026
Nvidia and AMD's Rack Bundling Forces Companies into Binary Choice — Seoul Economic Daily, July 22, 2026
Yen Hits 40-Year Low as Bank of Japan Considers Faster Rate Hikes — Seoul Economic Daily, July 22, 2026
Korean Petrochemical Firms Face Credit Downgrades Amid China Oversupply — Seoul Economic Daily, July 22, 2026
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