Woofun AI reports that the KOSPI index rose 4.4% to close above 7,000 points, coinciding with $3.8 billion in net foreign inflows for the week, the largest on record. Approximately 87% of this foreign buying targeted the technology sector, with Samsung Electronics and SK Hynix accounting for 91% of nominal trading volume within that group.

Goldman Sachs notes that foreign ownership in the Korean semiconductor sector has fallen to 50%, a level 1.9 standard deviations below the historical average since 2000, indicating reduced position pressure. Leverage risks are also declining, with margin loan balances dropping from $25 billion to $22 billion and financing rates decreasing significantly. The report highlights that potential revenue visibility for chip manufacturers is supported by Alphabet’s $205 billion spending target for 2050 and OpenAI’s planned $750 billion cloud expenditure.