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Nomura and JPMorgan stay bullish on Korean chips

Original: Nomura, JPMorgan bullish on Korean chips despite Kospi swings

Nomura and JPMorgan have signaled continued confidence in South Korean chipmakers even as the Kospi experiences sharp swings. The banks' bullish stance suggests they see the semiconductor upcycle, particularly in memory chips, as intact despite market volatility affecting Korean equities more broadly.

Why now: Investors are watching whether recent Kospi volatility signals a break in the Korean semiconductor rally.

NomuraJPMorganKospiSamsung ElectronicsSK Hynix

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Evidence

• Nomura, JPMorgan bullish on Korean chips despite Kospi swings · The Korea Herald

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