Daily Market Briefing and AI Investment Ideas — 2026-05-31

Market Closing Status

• KOSPI Index: 8,476.15 (All-time high reached)
• Key Highlights:
  • Gains were driven by large-cap semiconductor stocks, bolstered by hopes for the end of the Iran war and a strong performance in the New York stock market.
  • Anticipation of AI collaboration ahead of NVIDIA CEO Jensen Huang's visit to Korea is boosting market sentiment.
  • Major semiconductor firms like Samsung Electronics and SK Hynix are leading the upward trend.

1 sources

seoul.co.kr

젠슨 황 방한 앞두고 AI株 급등… 코스피 8476.15 사상 최고 | 서울신문

Today’s Market Movers and Major Issues

1. LG Innotek (up 29.98%) The stock surged due to a combination of themes surrounding semiconductor substrates (FC-BGA, PCB, MLB, etc.) and high anticipation for Jensen Huang’s visit. The importance of semiconductor substrate materials is being highlighted by the growing demand for AI chips.

2. TS Investment (up 29.96%) Shares jumped following news that the National Growth Fund finalized a 800 billion won investment in FuriosaAI. This is being viewed as a signal of expanded investment in Korea's AI ecosystem and is having a positive impact on AI infrastructure-related stocks.

3. Semiconductor Sector (Samsung Electronics, SK Hynix) The upward trend continues as the rally in U.S. tech stocks aligns with expectations for AI collaboration. Jensen Huang’s visit is being interpreted as a sign of strengthened cooperation within the domestic AI ecosystem.

1 sources

stockinfo7.com

주식 상승률 TOP30 2026-5-29

Data-Driven AI Investment Ideas

1. Focus on Semiconductor Substrates and Materials Suppliers of advanced substrates and materials are benefiting from the surge in demand for AI chips. LG Innotek’s 29.98% jump reflects the market’s revaluation of semiconductor substrate materials like FC-BGA, PCB, and MLB. Investors are focused on the potential for substrate supply to become a bottleneck in the advancement of AI infrastructure.

2. Expanding Trend in AI Infrastructure Investment The 800 billion won investment in FuriosaAI by the National Growth Fund demonstrates the government's commitment to fostering an AI ecosystem. Continued activation of investments in AI ventures and startups is expected, leading to increased demand for AI-related components and materials.

3. Deepening Correlation with Global Tech Stocks The main driver of the KOSPI rally is its correlation with the U.S. Nasdaq and the PHLX Semiconductor Sector Index (SOX). The stock performance of major domestic semiconductor companies like Samsung Electronics and SK Hynix is influenced by global trends led by U.S. tech, with news of inter-corporate collaborations like Jensen Huang’s visit serving as additional momentum.

Investment Cautions and Macro Context

Easing Geopolitical Risk Hopes for U.S.-Iran peace negotiations are improving market sentiment. This could lead to stabilized energy prices and reduced global economic uncertainty, acting as a catalyst for a preference for risk assets.

May Market's 'Historic Rally' The KOSPI rose approximately 24% throughout May, completely defying the traditional "Sell in May and go away" adage. This reflects the market’s strong conviction in the AI revolution and the expected benefits for the domestic semiconductor industry.

Tech-Centered Market Structure The domestic stock market is currently heavily concentrated in semiconductor and AI-related stocks. A balance adjustment with other sectors like consumer goods, retail, and finance may be necessary, and investors should remain cautious regarding the cyclical nature of the semiconductor industry.