SK hynix eases AI peak fears, pushing KOSPI above 6,000

KOSPI rose in Seoul Wednesday, closing above 6,000 as SK hynix’s outlook for semiconductor shortages through 2030 and its record earnings eased concerns about the AI boom. The index gained 6.63 percent to 6,012.44, led by chip stocks. SK hynix also announced a 100 trillion won shareholder return plan, while foreign and institutional investors bought shares and retail investors sold. The Kosdaq rose 3.69 percent to 771.28.

SK hynix reported third-quarter revenue of 104.6 trillion won before the market opened.

SK hynix said its DRAM and high-bandwidth memory production capacity was effectively booked.

Foreign investors were net buyers of 815.8 billion won in KOSPI shares, while institutional investors bought 960.8 billion won and retail investors sold 1.8 trillion won.

The buy-side sidecar was triggered at 9:54 a.m. after the benchmark opened 2.33 percent higher.

The won closed at 1,337.7 per dollar, weakening 14 won from the previous session.

Published Oct 28, 2026 4:16 pm KST

KOSPI is displayed on the board in the dealing room of Hana Bank in Seoul, Wednesday. The benchmark index closed at 6,012.44, up 6.63 percent from the previous session. Yonhap

KOSPI rebounded above the 6,000 mark Wednesday, as SK hynix eased fears that the artificial intelligence (AI) boom is nearing its peak with a forecast of semiconductor shortages through 2030, record earnings and a sweeping shareholder return plan.

KOSPI closed at 6,012.44, up 6.63 percent, led by chip heavyweights. The benchmark index opened 2.33 percent higher, triggering a buy-side sidecar at 9:54 a.m. for the second consecutive day.

SK hynix rose 10.89 percent to close at 1,487,000 won ($1,110.53), while Samsung Electronics climbed 9.01 percent to 242,000 won.

Foreign and institutional investors were net buyers of 815.8 billion won and 960.8 billion won worth of shares, respectively, on KOSPI, while retail investors were net sellers of 1.8 trillion won.

Before the market opened Wednesday, SK hynix reported third-quarter revenue of 104.6 trillion won and unveiled a 100 trillion won shareholder return plan.

During its earnings call, the chipmaker projected that semiconductor shortages would persist through 2030, saying its DRAM and high-bandwidth memory production capacity is effectively booked.

The outlook, underpinned by firm customer demand and supply commitments, helped ease concerns about the sustainability of the memory chip boom, analysts said. A recent sharp sell-off in semiconductor stocks had been fueled by fears that the boom could run out of steam within a year or two, despite strong earnings.

SK hynix pledges to return $75 bil. to shareholders

"SK hynix demonstrated Wednesday how robust demand is translating into higher memory prices, stronger operating profits and greater shareholder returns," said Lee Jae-won, an analyst at Yuanta Securities.

Overnight gains on Wall Street also lifted sentiment, with the Nasdaq rallying amid expectations of a potential initial public offering by Anthropic and news of Broadcom's $63 billion AI chip deal with the company.

Technology hardware stocks also advanced. Samsung Electro-Mechanics jumped 8.74 percent following strong third-quarter earnings, while ISU Petasys and Simmtech gained 8.76 percent and 8.79 percent, respectively.

Physical AI-related stocks also rallied, buoyed by news that Madison Huang, the eldest daughter of Nvidia CEO Jensen Huang, will visit Korea next month. Hyundai Mobis gained 5.86 percent, Rainbow Robotics surged 15.08 percent and Robotis climbed 9.76 percent.

The tech-heavy Kosdaq rose 3.69 percent to close at 771.28.

The won closed at 1.337.7 per dollar, weakening 14 won from the previous session.

周三，首尔综合指数（KOSPI）上涨，收于6000点上方。SK海力士对2030年前半导体短缺问题的展望以及其创纪录的盈利缓解了市场对人工智能热潮的担忧。该指数上涨6.63%，收于6012.44点，芯片股领涨。SK海力士还宣布了一项100万亿韩元的股东回报计划。与此同时，外国和机构投资者买入股票，而散户投资者则卖出。韩国创业板指数（KOSDAQ）上涨3.69%，收于771.28点。

SK海力士在股市开盘前公布了第三季度营收为104.6万亿韩元。

SK海力士表示，其DRAM和高带宽内存的产能已基本被预订一空。

外国投资者净买入韩国综合股价指数(KOSPI)股票8158亿韩元，机构投资者净买入9608亿韩元，散户投资者净卖出1.8万亿韩元。

上午 9:54，基准指数开盘上涨 2.33% 后，买方侧盘交易被触发。

韩元兑美元收于1337.7，较前一交易日下跌14韩元。

发布于2026年10月28日下午4:16（韩国标准时间）

周三，首尔韩亚银行交易室内的电子屏幕上显示着韩国综合股价指数（KOSPI）。该基准指数收于6012.44点，较前一交易日上涨6.63%。韩联社

周三，韩国综合股价指数(KOSPI)反弹至6000点以上，SK海力士(SK hynix)发布半导体短缺预测（直至2030年）、创纪录的盈利以及一项全面的股东回报计划，缓解了人们对人工智能(AI)热潮即将达到顶峰的担忧。

韩国综合股价指数（KOSPI）收于6012.44点，上涨6.63%，芯片权重股领涨。该基准指数开盘上涨2.33%，并在上午9:54连续第二天触发买盘侧联动。

SK海力士股价上涨10.89%，收于1487000韩元（1110.53美元），而三星电子股价上涨9.01%，至242000韩元。

在韩国综合股价指数（KOSPI）上，外国投资者和机构投资者分别净买入价值 8158 亿韩元和 9608 亿韩元的股票，而散户投资者净卖出价值 1.8 万亿韩元的股票。

周三开盘前，SK海力士公布了第三季度营收为104.6万亿韩元，并公布了一项100万亿韩元的股东回报计划。

在财报电话会议上，这家芯片制造商预测半导体短缺将持续到 2030 年，并表示其 DRAM 和高带宽存储器产能实际上已被预订一空。

分析师表示，在强劲的客户需求和供应承诺的支撑下，前景有所改善，这有助于缓解人们对存储芯片繁荣能否持续的担忧。此前，尽管盈利强劲，但市场担心这股繁荣势头可能会在一两年内消退，这引发了半导体股票的近期大幅抛售。

SK海力士承诺向股东返还750亿美元

元大证券分析师李在元表示：“SK海力士周三的表现表明，强劲的需求正在转化为更高的内存价格、更强的营业利润和更大的股东回报。”

隔夜华尔街股市上涨也提振了市场情绪，纳斯达克指数因市场预期 Anthropic 可能进行首次公开​​募股以及博通公司与该公司达成 630 亿美元的人工智能芯片交易而上涨。

科技硬件股也出现上涨。三星电机股价在强劲的第三季度财报发布后上涨8.74%，而ISU Petasys和Simmtech分别上涨8.76%和8.79%。

受英伟达CEO黄仁勋的长女黄麦迪逊将于下月访问韩国的消息提振，与实体人工智能相关的股票也出现上涨。现代摩比斯股价上涨5.86%，彩虹机器人股价飙升15.08%，Robotis股价上涨9.76%。

科技股为主的韩国创业板指数上涨3.69%，收于771.28点。

韩元兑美元收于1.337.7，较前一交易日下跌14韩元。