오늘의 뉴스 요약 — 2026-05-31
The KOSPI soared to a record 8476.15 as semiconductor stocks surged on hopes for Jensen Huang's visit and the AI boom. Early voting for the June 3rd local elections kicked off with higher turnout than four years ago. Meanwhile, Samsung and SK Hynix are diving deeper into the AI ecosystem by joining as new investors in Anthropic.
오늘의 뉴스 요약 — 2026-05-31
Domestic Highlights
KOSPI hits record high, AI chips soar The KOSPI has reached a new record high of 8476.15. The rally was driven by major semiconductor stocks like Samsung Electronics and SK Hynix, buoyed by hopes for a peace deal between the U.S. and Iran, a strong showing on the New York stock market, and anticipation surrounding NVIDIA CEO Jensen Huang's upcoming visit.
Samsung and SK Hynix enter AI ecosystem via Anthropic investment Samsung Electronics and SK Hynix have joined as new investors in Anthropic, a U.S.-based AI model leader. This move accelerates the entry of domestic semiconductor companies into the AI ecosystem, as the two firms are set to provide memory chips for Anthropic's future infrastructure expansions.
Early voting for the 6·3 local elections begins Early voting for the 9th nationwide local elections is underway, with the first-day turnout reaching 1.7%—higher than the figures from four years ago. Out of 44,649,908 eligible voters, 758,381 have cast their ballots so far, with Jeonnam reporting the highest turnout and Daegu the lowest.
Industrial production expected to improve in May Koo Yoon-cheol, Deputy Prime Minister and Minister of Economy and Finance, noted that while April's industrial production saw a temporary adjustment due to the base effect of last year’s growth, he expects a significant rebound in consumption and corporate sentiment, along with continued export strength, for May.
Business & IT Trends
Foreign investors rotate out of chips Despite selling off major domestic semiconductor stocks this month, foreign investors have shown a clear shift in their portfolios by aggressively buying into specific robotics, secondary battery, and system semiconductor stocks.
HR market shifts in the AI era, Brisk & Young becomes a Leadership Architecture Company To mark its 30th anniversary, Brisk & Young has declared its transition into the nation's first "Leadership Architecture Company." They are responding to the AI-driven HR market by integrating headhunting with organizational consulting for comprehensive leadership solutions.
Chinese DRAM leader CXMT eyes IPO CXMT, the leading DRAM manufacturer in China, is preparing for an IPO, with its corporate value estimated at three times that of YMTC (Yangtze Memory).
Global News
U.S.-Iran framework talks and the Shangri-La Dialogue The Shangri-La Dialogue, hosted by the IISS, is underway in Singapore as Asia’s annual defense and security forum. Key agenda items include easing tensions in the Middle East and the war in Ukraine. The Trump administration is currently engaged in U.S.-Iran framework talks, though reports suggest that the scope for future negotiation remains limited.
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