#KoreaJapanChipRally
About KoreaJapanChipRally
KOSPI opened 3.34% higher on Sep 7, led by Samsung Electronics and SK Hynix, with Japanese memory, equipment and testing names rallying alongside. The GPT-6 Astra launch lifted expectations for inference demand and data center capex, but the two markets trade different exposures: Korea on the HBM, DRAM and NAND cycle, Japan on memory, fab equipment, testing and materials. Foreign and institutional buying drove the Korean move while retail sold. Goldman reaffirmed its 12,000 KOSPI target.
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$SKHYNIX Hynix's plan to build a factory in the US is a positive development—does it mark the start of a new rally, or is it a peak signal of buying on expectations and selling on facts?
Hynix's price action confirms the logic of buying on expectations and selling on facts. Before noon, funds speculated early on the positive news of the US factory plan, driving prices up; after the news was confirmed, sentiment was exhausted, lacking new catalysts, and bullish momentum faded.
Looking at the market, there was a rise followed by a fall, currently consolidating around 1282, with Bollinger Bands narrowing and volume shrinking. Resistance is clearly seen at 1292-1300.
Short-term outlook is bearish; if volume increases and the 1272 support breaks, the probability of a breakdown in the range rises significantly. It is recommended to try short positions on rallies, with support to watch at 1265-1258, and to wait for a clear direction before adjusting strategy.
#日韩芯片股走强，AI存储周期能否延续？
Duoduo Review Diary, Long Position on SK Hynix Profit Review on September 7
$SKHYNIX
1. OpenAI Releases New Model Astra
Jensen Huang directly stated "AGI has arrived," and the market immediately started calculating — AGI requires massive computing power and storage, significantly boosting demand expectations for HBM, DRAM, and NAND. This sentiment was already previewed in the US last weekend: last Friday, the Philadelphia Semiconductor Index rose 3.38%, and SK Hynix's US ADR surged 8.14%. Today at the Asia-Pacific open, the Nikkei rose over 1300 points, the Korean stock market gapped up 3.34%, and storage chips rallied across the board.
2. Foreign and Institutional Investors Jointly Buying
Today, foreign investors net bought 890.7 billion KRW, institutions net bought 752.8 billion KRW, while retail investors net sold 2.24 trillion KRW. Funds concentrated on increasing holdings in semiconductor heavyweight stocks, directly pushing up SK Hynix and Samsung.
3. Fundamentals Are Not Weak
From January to August this year, South Korea's semiconductor exports reached $281.2 billion, a year-on-year surge of 169.6%. Nomura reiterated a buy rating last Friday with a target price of 4.7 million KRW.
In short: OpenAI ignited sentiment, US stocks led the rally, foreign and institutional investors followed with purchases, and fundamentals provide a solid foundation.
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Snapshot at Sep 07, 2026, 14:09
#日韩芯片股走强, can the AI storage cycle be extended?
This market sends a key signal: the market is shifting from "who's stronger in computing power" to "who's the fastest reasoning." The logic behind the rise in Japan and South Korea is still somewhat different: Korea's main battlegrounds are HBM, DRAM, and NAND, while Samsung and SK Hynix directly benefit from AI dividends. In Japan, it's even more scattered, with equipment, testing, and materials rising accordingly. Interestingly, today the Korean stock market was mainly bought by foreign capital and institutions, while retail investors were selling, indicating that capital still has divergence over sustainability. Goldman Sachs reiterated its 12,000-point target, with only one core assumption—AI capital spending will keep up, and storage supply and demand will remain tight.
For the crypto world, there are three points worth watching.
First, GPT-6 Astra confirmed that inference demand is becoming a new driving force for AI computing power. Global demand for computing power is still expanding, and the AI sector and DePIN projects in the crypto world are also benefiting. Second, the continued strength of storage stocks indicates that AI hardware capital expenditures are still at a peak, short-term cost pressures for miners persist, but the certainty of the track is also increasing. Third, if Korean storage stocks keep rising, some funds will eventually flow back from the stock market back into the crypto market, and the logic behind South Korea's premium remains.
Let me share my thoughts. GPT-6 Astra is not a PowerPoint presentation; it is a new variable that can truly drive computing power demand. Goldman Sachs' target of 12,000 points is not just shouting, but as long as institutions buy and retail investors sell, Korean stocks will continue to fluctuate in the short term.
What do you think?
$BTC $ETH
How should we view storage tonight? Japan and South Korea have already provided the answer
Japanese and Korean storage stocks continue to go wild. SK Hynix rose over 3%, Samsung rose nearly 2%, and KOSPI surpassed 7,000 points. Last Friday, US stocks were closed for Labor Day, but SNDK surged 11.9% and MU rose 6.1% in a single day—tonight's opening is likely to continue.
Three core principles:
First, after the release of OpenAI's Astra model, the market re-traded "the stronger the model→ the more inference→ the greater the storage demand."
Second, Samsung and SK Hynix inventory reportedly last less than 10 days. Goldman Sachs judges that supply tightness will continue at least until 2027, not a short-term pulse.
Third, server manufacturers Dell and HPE have repeatedly reported shortages, and downstream suppliers are voting with orders.
Trading: Bullish, but don't blindly chase at a high open. SNDK has the most short-term catalyst (Kioxia linkage + S&P 100 included), highly elastic but already extremely hot; MU is more certain, directly driven by HBM/DRAM shortages.
When the signal is too consistent, keep a bit of clarity.
#日韩芯片股走强, can the AI storage cycle be extended?
#闪迪纳入标普100, the first pricing will be set next week
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Snapshot at Jul 30, 2026, 08:42
The US stock market was closed today, but Japanese and Korean chips actually started moving first.
South Korea's KOSPI opened up 3.34%, Samsung Electronics and SK Hynix and other memory chip stocks surged together, and Japan's Kioxia, Tokyo Electron, and Advant Testing also strengthened.
Especially with SK Hynix and Kioxia showing gains, it's no longer just following the usual rally; it's more like capital is once again competing for the AI storage sector.
The logic isn't complicated: AI models are becoming more competitive in inference, data center computing power demands keep piling up, so HBM, DRAM, and NAND are naturally being re-eyed. Previously, everyone was still focused on AI computing power, but now funds are shifting toward storage and semiconductor equipment.
But now I am more curious about tomorrow.
Because today, the US stock market hasn't even opened at all; Japan and South Korea have already ignited the chip fire. When the US stock market reopens tomorrow, will SanDisk, semiconductor equipment, and other sectors follow suit?
If tomorrow the US stock chip market collectively takes over, then today's wave between Japan and South Korea is worth referencing.
So let's not guess too much today.
Tomorrow's market opens—let's see if US stocks can buy up.
#日韩芯片股走强, can the AI storage cycle be extended? $SKHYNIX $SAMSUNG $OPENAI
[Pharaoh Market Watch]
Japanese and Korean chip stocks are heating up again—how much longer can the storage cycle last? Pharaoh bluntly said that as soon as OpenAI released a new model, chip stocks collectively exploded. This script is even more straightforward than Pharaoh's pyramid—Astra has to work for users, so computing power demand will only grow, and storage is the real winner.
In early trading today, the Nikkei 225 surged over 1,300 points, South Korea's KOSPI index rose over 4%, SK Hynix rose over 7%, Samsung Electronics rose over 5%, and Kioxia surged over 7%. The trigger was OpenAI's release of the new generation large model GPT-6 Astra, which instantly caught the market's attention—the model can work, and storage must keep up.
Goldman Sachs continues to be bullish, with its chief Asia-Pacific strategist maintaining a KOSPI target of 12,000 points, representing nearly an 80% upside from current levels. The reason is that the market has systematically underestimated the sustainability of the AI storage profit cycle—US tech giants may spend over $1.2 trillion in capital expenditures next year, and chip shortages triggered by data center expansion will further worsen in 2027.
AI server shipments are also accelerating. TrendForce data shows that the global AI server shipment growth rate for 2026 has been revised up to about 31% year-on-year.
Storage has shifted from a cyclical stock to a "core asset for AI infrastructure." In the short term, if it rises too much, it will adjust, but the direction is already clear. So pullbacks are just a lot of options—just go for it boldly! $BTC $ZEC $SOL #日韩芯片股走强, can the AI storage cycle continue?
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Snapshot at Sep 07, 2026, 23:17
#Will the strength of Japanese and Korean chip stocks and the AI storage cycle continue?
I am Cige. The release of GPT-6 Astra has directly ignited Japanese and Korean chip stocks. KOSPI opened 3.34% higher, led by Samsung and SK Hynix, with Japanese storage, equipment, and testing companies also strengthening simultaneously. Astra works for users, expanding inference demand and increasing computing power consumption. This path is more direct and lasting than the training side.
South Korea's benefit path lies in the prosperity of HBM, DRAM, and NAND, while Japan focuses on storage, equipment, testing, and materials segments. Both lines are rising, but the benefit structures differ. Foreign capital and institutions are buying, retail investors are selling, and there is a divergence in opinions on the sustainability of the market. Goldman Sachs reiterated the KOSPI 12000 target, with the core assumption that AI capital expenditure and tight storage supply and demand will continue, driving corporate profit growth and valuation recovery.
Whether the storage cycle can continue depends on whether cloud vendors' capital expenditure, storage prices, and industry chain orders can grow synchronously. The direction hasn't changed, but the pace is shifting. Cige has finished speaking; you can savor it. $BTC $ETH $ZEC
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Snapshot at Sep 08, 2026, 01:40