Taiwan Rallied — Why Not Korea?

Hynix = The Next NVDA Beta.

Korea controls 70% of the high-bandwidth memory (HBM) market—core to AI infrastructure.

Yet over the past five years, the KOSPI is up just 18%, while SPX, QQQ, and TAIEX have all surged 100%+.

The disconnect is clear. SK Hynix, a key NVIDIA supplier, is central to the AI boom—but remains overlooked.

We break down 5 catalysts—index flows, FX tailwinds and valuation gaps—that could trigger a sharp rerating.

Source: Forbes / South Korea’s Ministry of Trade, Industry and Energy

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