Miner Company
South Korea Vs. U.S.: Who Wins The AI Trade?
South Korea's KOSPI has transitioned from a discounted market to a leading AI infrastructure trade, driven by memory and semiconductor demand. KOSPI earnings are forecasted to grow 300% in 2026, with broad-based strength beyond Samsung and SK Hynix, while valuations remain attractive at 9x earnings.
South Korea's KOSPI has transitioned from a discounted market to a leading AI infrastructure trade, driven by memory and semiconductor demand. KOSPI earnings are forecasted to grow 300% in 2026, with broad-based strength beyond Samsung and SK Hynix, while valuations remain attractive at 9x earnings.