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Korean Retail Buys Samsung, SK Hynix; Foreigners Sell in AI-Driven Market Shift

Korean retail investors net bought 43.1143 trillion won of Samsung Electronics and 39.5028 trillion won of SK Hynix between Jan 2 and Oct 2, 2026, Korea Exchange data show, while institutions net bought 11.6193 trillion won and 8.5265 trillion won of the two chipmakers respectively. Foreign investors net sold 84.5702 trillion won of Samsung and 82.5040 trillion won of SK Hynix, and also cut holdings in Hyundai Motor and SK Square, as the AI boom reshapes Korean equity flows.

Original source

AI take

The scale of the retail-institutional bid against foreign selling suggests Korean chipmakers are increasingly domestically owned, which changes the marginal buyer and could alter how these names react to global risk sentiment. The divergence also implies foreign investors are treating the AI trade as a valuation or allocation decision rather than a Korea-specific one, while local flows look more conviction-driven. Whether that domestic bid proves sticky through the next global drawdown is the open question.

Generated by AI for reference only.

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