South Korean stocks, including Samsung Electronics and SK Hynix, led a comprehensive rally across Asian markets yesterday, with Samsung up 6.15% and SK Hynix up 4.08%. Institutional investors view these companies as the "indispensable core brain and memory bank" for the AI computing era.
Institutional investors are positioning for sustained AI demand by favoring key memory and compute suppliers, driving up valuations for Samsung and SK Hynix.