South Korean Semiconductor Supply Chain Stocks Surge on July 10, KOSDAQ up 5.25%

According to Seoul Economy, on July 10, South Korean semiconductor materials, components, and equipment companies saw a broad rally, with Original Engineering rising 7.29% and Won-Ik IPS surging 15.35% as of 11:03 AM local time. The KOSDAQ index gained 5.25% to 835.72 points, while the KOSPI index climbed 3.43% to 7,542.06.

The rally was driven by easing concerns over global AI infrastructure investment growth and expectations from South Korea's three mega-projects—semiconductor, AI data center, and physical AI initiatives—which are projected to attract approximately 1,500 trillion won in corporate investment. Samsung Electronics and SK Hynix plan to invest 800 trillion won combined in the Honam region to build four new memory semiconductor manufacturing facilities, boosting demand for materials, components, and equipment suppliers.