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Why South Korean Chip Stocks Are Defying the EM Selloff
Taiwan and South Korea are both semiconductor powerhouses, but their stock markets are moving in opposite directions. While Taiwan's EWT ETF is up nearly 14% in a week, South Korea's EWY has surged over 15%. Lucas and Luna drill into why Korean chipmakers like SK Hynix are outperforming, hitting a $1 trillion valuation amid the AI boom, while China's FXI ETF is down 1.5%. They explore the structural divergence: Korea benefits from HBM memory demand, Taiwan leans on foundry logic, and geopolitics scrambles the old correlations. The conversation also touches on the strong dollar…
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