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Today, the South Korean stock market saw the Kospi plunge by over 3% to dip into the low 6,400 range, dragged down by weak US tech stocks and relentless foreign selling. While expectations for an earnings rebound in the semiconductor sector remain, rate pressures and supply-demand anxieties are keeping the market locked in a volatile, directionless range.
The KOSPI dropped 2.6% to the 6,625 level due to soaring US Treasury yields and heavy selling by foreign and institutional investors. Despite record-shattering earnings from Samsung Electronics and SK Hynix, the market could not withstand high-interest-rate pressures, while the KOSDAQ showed relative resilience driven by secondary battery themes.
The Kospi is fighting to hold the 7,000 threshold amid persistent foreign net selling and weakness in the semiconductor sector. Sluggish performance among large-cap stocks like Samsung Electronics and SK Hynix, alongside gains in secondary battery shares, is deepening sector polarization, while the upcoming third-quarter earnings season is shaping up to be a major variable.
한국 증시는 외국인의 지속적인 매도 압력 속에서도 기관의 순매수에 힘입어 7000선을 방어하고 있습니다. 지난 한 달간 외국인이 20조원 이상을 순매도하면서 삼성전자와 SK하이닉스 등 대형주 중심의 약세가 이어지고 있으며, 반도체와 바이오 업종 간 선회적 약세가 뚜렷합니다.
9월 마지막 거래일인 30일, 코스피는 외국인과 기관의 동반 매도에 6,830선으로 후퇴했다. 글로벌 금리 부담과 미 국채수익률 상승이 주요 악재로 작용했으며, 원/달러 환율은 1,350원대에서 안정세를 보였다.
On the first trading day after the Chuseok holiday, the Kospi plummeted 2.70%, breaking below the 7,000 mark due to heavy selling of large-cap semiconductor stocks. Meanwhile, the Kosdaq edged up slightly, supported by biotech gains led by HLB hitting the daily upper limit. The key drivers were heavy net selling by foreign and institutional investors in chip majors like Samsung Electronics and SK Hynix.
On Wednesday, September 17, 2026, the South Korean stock market closed slightly lower as aggressive rate hikes and signals of further increases by the U.S. Federal Reserve drove a sustained, massive outflow of foreign capital. While the KOSPI successfully defended the 6,700 level, weakness in large-cap semiconductor stocks capped index gains, and the won-dollar exchange rate rose to the 1,382 won range, confirming growing pressure for a weaker won.
On September 16, the Korean stock market rebounded in just one day, driven by strength in large-cap semiconductor stocks and institutional net buying, recovering the Kospi 6,700 level. This marked a reversal from the sharp decline the previous day (September 15) caused by rising US Treasury yields and concerns over a slowdown in AI investment.
On September 14, the Kospi plummeted 3.26% to close at 6,684.37, weighed down by deepening global macroeconomic uncertainty and a steep drop in the semiconductor sector. A massive sell-off totaling 4.5 trillion won by foreign and institutional investors drove the index down, with particularly notable losses in SK Hynix and Samsung Electronics.
The KOSPI dropped 3.26% to retreat to the 6,684 level, weighed down by massive joint selling from foreign investors (3.3 trillion won) and institutions. The sharp decline in the semiconductor sector and dampened global AI investment sentiment are analyzed to have fueled risk-aversion across the broader market.
코스피가 외국인 및 기관의 동반 순매수 전환에 힘입어 1.64% 상승한 6,687.21로 마감하며 6,600선을 회복했습니다. 미국 국채 금리 안정과 반도체 대형주 강세가 지수 상승을 견인했으나, 원/달러 환율 변동성 및 다음 주 발표될 미국 물가지표는 여전히 시장 참여자들의 경계 요인으로 작용하고 있습니다.
On August 26, 2026, the KOSPI plunged as much as 4% intraday but managed to bounce back and reclaim the 6,800 mark, driven by massive institutional buying. Despite caution ahead of NVIDIA's earnings and foreign selling, a rebound in large-cap semiconductor stocks defended the index.
On Friday, August 21, the South Korean stock market experienced extreme polarization. The KOSPI index rose by over 3% to test the 6,850 level, driven by expectations of share buybacks and enhanced shareholder returns from major semiconductor stocks. Meanwhile, the KOSDAQ plummeted by 4.6%. This divergence happened as foreign capital heavily concentrated on just two major stocks—Samsung Electronics and SK Hynix (known as "Samjeonnix")—intensifying a liquidity vacuum across the rest of the KOSDAQ market.
On the 14th, the KOSPI closed up for the fifth consecutive session at 6,977.94, driven by over KRW 3 trillion in net buying by foreign investors. Key drivers included eased interest rate concerns due to cooling US inflation and a recovery in investment sentiment toward AI and semiconductors.
The latest available market data shows the KOSPI surging 3.56% to reclaim the 6,800 mark, driven by large-cap semiconductor stocks and heavy foreign buying. Risk appetite was further supported by the U.S. July Consumer Price Index (CPI) meeting market expectations and the won-dollar exchange rate easing to the low 1,410 won range. However, exact regular session closing figures and detailed supply-demand metrics for August 14 are not available in the provided materials.
코스피가 지난주 극단적 변동성을 보이며 5% 이상 급락했습니다. 외국인 수급 방향과 미국 금리 전망이 시장의 핵심 변수로 떠올랐으며, 반도체 대형주는 약세를 보인 반면 코스닥은 강세를 나타냈습니다.
The South Korean stock market is in a nosedive, fueled by weakness in the global semiconductor industry and fears over China’s push for chip self-sufficiency. On July 28, the KOSPI index closed at 6,023.66, a sharp 10.84% drop, driven by heavy selling from both foreign and institutional investors. Concerns surrounding the semiconductor sector remain the biggest headwind for Korean stocks.
The South Korean stock market saw a massive 10.84% drop in the KOSPI on the 28th, fueled by fears over China’s semiconductor self-sufficiency and heavy foreign sell-offs. Semiconductor stocks led the decline as concerns grow over the sustainability of the global AI boom.
The Korean stock market is seeing extreme volatility as Middle East geopolitical tensions, a spike in global oil prices, and a collapse in U.S. tech stocks converge. On the 24th, the KOSPI plunged 5.72%, falling below the 6,700 mark as foreign and institutional investors continue their massive sell-off.
The KOSPI slid toward the 6,500 level today, dragged down by a sharp drop in U.S. semiconductor stocks during the Constitution Day holiday. While foreign investors turned to net buying, heavy institutional sell-offs and panic selling by retail investors deepened the market's losses.
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