Foreign Investors Return to KOSPI with 1.14 Trillion Won in Purchases, but Sell Samsung Electronics and SK Hynix

According to Korea Exchange data, foreign investors returned to South Korea's KOSPI market on July 8-9 after a 14-day absence, posting net purchases of approximately 1.14 trillion won. However, they continued selling large-cap semiconductor stocks, offloading 252 billion won of Samsung Electronics and 316.7 billion won of SK Hynix—the top two net-sell positions.

Foreign investors instead concentrated purchases on Samsung Electro-Mechanics, which received 405.8 billion won in net buying, followed by SK Square (242 billion won) and LG Innotek (218.1 billion won). The reallocation reflects a shift from memory semiconductor concerns toward AI server components, data center infrastructure, and power-related stocks expected to benefit from expanded artificial intelligence investments.