South Korea AI Stock Boom Cools as Trading Value Plunges 70% From May Peak

The concentration risk here is the real story: a market whose turnover depends so heavily on two semiconductor names amplifies both the upswing and the unwind. The retreat of foreign and local retail flows, alongside capital rotating back toward US equities, suggests the AI trade in Korea was a narrower, more fragile position than the headline rally implied. Whether turnover stabilizes once the Samsung and SK Hynix cycle finds a base — or whether the outflows broaden into other sectors — is the open question.