#KoreaJapanChipRally
About KoreaJapanChipRally
KOSPI opened 3.34% higher on Sep 7, led by Samsung Electronics and SK Hynix, with Japanese memory, equipment and testing names rallying alongside. The GPT-6 Astra launch lifted expectations for inference demand and data center capex, but the two markets trade different exposures: Korea on the HBM, DRAM and NAND cycle, Japan on memory, fab equipment, testing and materials. Foreign and institutional buying drove the Korean move while retail sold. Goldman reaffirmed its 12,000 KOSPI target.
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Duoduo Review Diary: September 7th went long on SK Hynix and reviewed profits
$SKHYNIX
1. OpenAI releases new model Astra
Jensen Huang bluntly said, "AGI has arrived," and the market immediately began to settle accounts—AGI requires massive computing power and storage, and expectations for demand for HBM, DRAM, and NAND were significantly pushed up. This sentiment was already rehearsed in the US last weekend: last Friday, the Philadelphia semiconductor index rose 3.38%, and SK Hynix's US ADR rose 8.14%. Today, the Asia-Pacific market opened with the Nikkei up over 1300 points, Korean stocks gapped up 3.34%, and memory chips surged across the board.
2. Foreign capital and institutions jointly buying
Today, foreign investors had a net purchase of 890.7 billion won, institutions net bought 752.8 billion won, and retail investors net sold 2.24 trillion won. Funds concentrated on heavy semiconductor stocks, directly pushing up SK Hynix and Samsung.
3. Strong fundamentals
From January to August this year, South Korea's semiconductor exports reached $281.2 billion, a year-on-year surge of 169.6%. Last Friday, Nomura reiterated its 'buy' rating, targeting 4.7 million won.
Simply put: OpenAI ignited sentiment, US stocks rose first to set the pace, foreign institutions followed suit, and fundamentals supported the market.
+33.09%
Snapshot at 07 Sept 2026, 14:09
#日韩芯片股走强, can the AI storage cycle be extended?
This market sends a key signal: the market is shifting from "who's stronger in computing power" to "who's the fastest reasoning." The logic behind the rise in Japan and South Korea is still somewhat different: Korea's main battlegrounds are HBM, DRAM, and NAND, while Samsung and SK Hynix directly benefit from AI dividends. In Japan, it's even more scattered, with equipment, testing, and materials rising accordingly. Interestingly, today the Korean stock market was mainly bought by foreign capital and institutions, while retail investors were selling, indicating that capital still has divergence over sustainability. Goldman Sachs reiterated its 12,000-point target, with only one core assumption—AI capital spending will keep up, and storage supply and demand will remain tight.
For the crypto world, there are three points worth watching.
First, GPT-6 Astra confirmed that inference demand is becoming a new driving force for AI computing power. Global demand for computing power is still expanding, and the AI sector and DePIN projects in the crypto world are also benefiting. Second, the continued strength of storage stocks indicates that AI hardware capital expenditures are still at a peak, short-term cost pressures for miners persist, but the certainty of the track is also increasing. Third, if Korean storage stocks keep rising, some funds will eventually flow back from the stock market back into the crypto market, and the logic behind South Korea's premium remains.
Let me share my thoughts. GPT-6 Astra is not a PowerPoint presentation; it is a new variable that can truly drive computing power demand. Goldman Sachs' target of 12,000 points is not just shouting, but as long as institutions buy and retail investors sell, Korean stocks will continue to fluctuate in the short term.
What do you think?
$BTC $ETH
What’s the outlook for storage tonight? Japan and South Korea have already given the answer.
Storage in Japan and South Korea continues to surge. SK Hynix is up over 3%, Samsung nearly 2%, and the KOSPI has risen above 7000 points. Last Friday, U.S. markets were closed for Labor Day, but SNDK surged 11.9% in a single day, and MU rose 6.1%—when the market opens tonight, this momentum will most likely continue.
The core logic has three points:
First, after OpenAI released the Astra model, the market is trading again on the idea that "the stronger the model → the more inference → the greater the storage demand."
Second, reports say Samsung and SK Hynix’s inventory is down to less than 10 days. Goldman Sachs believes supply tightness will last at least until 2027, not just a short-term spike.
Third, server manufacturers Dell and HPE have repeatedly reported shortages, and downstream orders are already voting with their wallets.
In terms of strategy: lean bullish, but don’t chase aggressively on a high open. SNDK has the most short-term catalysts (linked to Kioxia + inclusion in the S&P 100), offering high volatility but is already very hot; MU has higher certainty, directly benefiting from HBM/DRAM shortages.
When signals are this consistent, keep a clear head.
#日韩芯片股走强，AI存储周期能否延续？
#闪迪纳入标普100，下周迎首次定价
-163.71%
Snapshot at 30 July 2026, 08:42
The US stock market was closed today, but Japanese and Korean chips actually started moving first.
South Korea's KOSPI opened up 3.34%, Samsung Electronics and SK Hynix and other memory chip stocks surged together, and Japan's Kioxia, Tokyo Electron, and Advant Testing also strengthened.
Especially with SK Hynix and Kioxia showing gains, it's no longer just following the usual rally; it's more like capital is once again competing for the AI storage sector.
The logic isn't complicated: AI models are becoming more competitive in inference, data center computing power demands keep piling up, so HBM, DRAM, and NAND are naturally being re-eyed. Previously, everyone was still focused on AI computing power, but now funds are shifting toward storage and semiconductor equipment.
But now I am more curious about tomorrow.
Because today, the US stock market hasn't even opened at all; Japan and South Korea have already ignited the chip fire. When the US stock market reopens tomorrow, will SanDisk, semiconductor equipment, and other sectors follow suit?
If tomorrow the US stock chip market collectively takes over, then today's wave between Japan and South Korea is worth referencing.
So let's not guess too much today.
Tomorrow's market opens—let's see if US stocks can buy up.
#日韩芯片股走强, can the AI storage cycle be extended? $SKHYNIX $SAMSUNG $OPENAI
[Pharaoh Market Watch]
Korean and Japanese chip stocks are rallying again, but how much longer can this storage cycle last? Pharaoh says directly, once OpenAI releases a new model, chip stocks collectively explode. This script is even more straightforward than Pharaoh's pyramids—Astra is going to work for users, and computing power demand will only grow, making storage the real winner.
This morning, the Nikkei 225 surged over 1300 points, South Korea's KOSPI index rose more than 4%, SK Hynix jumped over 7%, Samsung Electronics gained over 5%, and Kioxia rose more than 7%. The trigger was OpenAI releasing the next-generation large model GPT-6 Astra, and the market immediately realized—now that the model can work, storage must keep up.
Goldman Sachs continues to be bullish, with the Asia-Pacific chief strategist maintaining a KOSPI target of 12,000 points, implying nearly 80% upside from current levels. The reason is that the market systematically underestimates the sustainability of the AI storage profit cycle—U.S. tech giants' capital expenditure may exceed $1.2 trillion next year, and chip shortages caused by data center expansion will worsen further by 2027.
AI server shipments are also accelerating; TrendForce data shows the global AI server shipment growth rate for 2026 has been revised up to about 31% year-over-year.
Storage has transformed from a cyclical stock into a "core asset of AI infrastructure." There may be short-term pullbacks after strong gains, but the direction is clear. So pullbacks are buying opportunities—be bold and go for it! $BTC $ZEC $SOL #日韩芯片股走强，AI存储周期能否延续？
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Snapshot at 07 Sept 2026, 23:17
#Will the strength of Japanese and Korean chip stocks and the AI storage cycle continue?
I am Cige. The release of GPT-6 Astra has directly ignited Japanese and Korean chip stocks. KOSPI opened 3.34% higher, led by Samsung and SK Hynix, with Japanese storage, equipment, and testing companies also strengthening simultaneously. Astra works for users, expanding inference demand and increasing computing power consumption. This path is more direct and lasting than the training side.
South Korea's benefit path lies in the prosperity of HBM, DRAM, and NAND, while Japan focuses on storage, equipment, testing, and materials segments. Both lines are rising, but the benefit structures differ. Foreign capital and institutions are buying, retail investors are selling, and there is a divergence in opinions on the sustainability of the market. Goldman Sachs reiterated the KOSPI 12000 target, with the core assumption that AI capital expenditure and tight storage supply and demand will continue, driving corporate profit growth and valuation recovery.
Whether the storage cycle can continue depends on whether cloud vendors' capital expenditure, storage prices, and industry chain orders can grow synchronously. The direction hasn't changed, but the pace is shifting. Cige has finished speaking; you can savor it. $BTC $ETH $ZEC
+31.87%
Snapshot at 08 Sept 2026, 01:40
$BTC is oscillating at a high level, MACD shows a death cross, volume is shrinking, and the bulls' strong push is clearly weakening. This chart looks pretty good, but around 80,000 is the short-term top, don't be fooled by a small volume spike. Short near 80,000 on the 4-hour chart, stop loss at 82,300, target 75,500.
$ETH is also retreating along with BTC, facing resistance near 2,536, consolidating at a high level. Without BTC stabilizing, ETH is unlikely to have an independent rally. Watch for support around 2,450 on the pullback; only if it holds is there a chance.
The playstyle in this bull market has changed; DOGE holders control tightly, don't expect to make money by speculation. Both rises and falls are tough to endure, controlling your actions is better than anything. $ZEC has broken through $1,250, the new king of privacy coins is crowned. Up nearly 20% in 24 hours, market cap surpasses $20 billion, consecutively overtaking DOGE and HYPE, rising to the 9th position in crypto market cap. Zcash tells the market with this bullish candle — the privacy sector has never left. #ZEC升至加密货币市值第10位 #BTC与黄金90日相关性升至+0.50 #日韩芯片股走强，AI存储周期能否延续？
