SeoulMarkets · tag
semiconductors
4 stories tagged “semiconductors”, each from official Korean data with its source and timestamp.
KEPCO confirms ₩25tn power-prepay ask, terms unset
Korean outlets reported KEPCO asked Samsung Electronics (₩20tn) and SK Hynix (₩5tn) to prepay five years of power bills for chip-cluster grid buildout. KEPCO confirmed a proposal exists — amount, rate and timeline are still unset.
Only 12 of Korea's 160 stock indices are up since the June peak
The KOSPI is up 125% in two years — a headline that hides the turn. From the 22 June peak, 148 of 160 indices have fallen, the median down 19.3%. The rally was chips; the correction is everything else. As of 3 Aug 2026. Not advice.
Korea's producer prices rose 7.7% — its chip prices tripled
The headline producer price index barely moved. Underneath, chip prices rose 315% and memory 291% in a year while forest and vegetable prices fell 20-35%. The 7.7% average hides a violent split. Not advice.
Korean banks are up 6% since the KOSPI peaked. The index is down 31% because it is 60% semiconductors.
Of 160 tradeable Korea Exchange indices, twelve have risen since 22 June. Electronics is 60.1% of KOSPI market capitalisation, fell 38.7%, and dragged the benchmark with it. Banks, pharma and staples never joined the fall.