#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.
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Snapshot at Sep 07, 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
How should we view storage tonight? Japan and South Korea have already provided the answer
Japanese and Korean storage stocks continue to go wild. SK Hynix rose over 3%, Samsung rose nearly 2%, and KOSPI surpassed 7,000 points. Last Friday, US stocks were closed for Labor Day, but SNDK surged 11.9% and MU rose 6.1% in a single day—tonight's opening is likely to continue.
Three core principles:
First, after the release of OpenAI's Astra model, the market re-traded "the stronger the model→ the more inference→ the greater the storage demand."
Second, Samsung and SK Hynix inventory reportedly last less than 10 days. Goldman Sachs judges that supply tightness will continue at least until 2027, not a short-term pulse.
Third, server manufacturers Dell and HPE have repeatedly reported shortages, and downstream suppliers are voting with orders.
Trading: Bullish, but don't blindly chase at a high open. SNDK has the most short-term catalyst (Kioxia linkage + S&P 100 included), highly elastic but already extremely hot; MU is more certain, directly driven by HBM/DRAM shortages.
When the signal is too consistent, keep a bit of clarity.
#日韩芯片股走强, can the AI storage cycle be extended?
#闪迪纳入标普100, the first pricing will be set next week
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Snapshot at Jul 30, 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 Sep 07, 2026, 23:17
#日韩芯片股走强, can the AI storage cycle be extended?
I'm Cige, and the release of GPT-6 Astra directly ignited Japanese and Korean chip stocks. KOSPI opened up 3.34%, Samsung and SK Hynix led the gains, and Japanese storage, device, and testing companies strengthened in tandem. Astra does the work for users, inference demands are expanding, computing power consumption is increasing—this path is more direct and lasting than training.
South Korea's path to benefit is in the prosperity of HBM, DRAM, and NAND, while Japan's focus is on storage, equipment, testing, and materials. Both sectors are rising, but the structure of benefits is different. Foreign investors and institutions are buying, retail investors are selling, and there is divergence in capital regarding the sustainability of the market. Goldman Sachs reiterated its KOSPI target of 12,000 points, with the core assumption that AI capital spending and storage supply and demand remain tight, driving corporate earnings growth and valuation recovery.
Whether the storage cycle can continue depends on whether cloud providers' capital expenditures, storage prices, and supply chain orders can grow in tandem. The direction hasn't changed, but the pace is changing. That's all for Ci Ge, take a closer look $BTC $ETH $ZEC
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Snapshot at Sep 08, 2026, 01:40
$BTC High-level oscillation, MACD death cross, shrinking volume, and bulls' willingness to rally significantly weakens. This chart looks pretty good, but around 80,000 is a short-term top—don't be fooled by a small volume rally. Short near 80,000 on the 4-hour chart, stop loss at 82,300, target 75,500.
$ETH ETH also pulled back along with Bitcoin, facing resistance near 2,536 and consolidating at high levels. If Bitcoin does not stabilize, ETH will find it difficult to break out of an independent rally. Pullback support should focus on around 2,450; only if it can hold is there a chance.
This bull market has changed its strategy—Dog Farm controls it tightly, don't expect to make money from speculation. Bulls and falls are tough, but controlling is better than anything. $ZEC ZEC breaks $1250, the new king of privacy coins ascends. It rose nearly 20% in 24 hours, with market cap surpassing $20 billion, surpassing DOGE and HYPE to climb to 9th place in crypto market cap. Zcash uses this bullish candlestick to tell the market—the privacy sector has never exited. #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, can the AI storage cycle continue?
