2026-09-01 Regulation Bear
S.Korea Inflation Rebounds Above 3%, Pressuring BOK to Hike Aug inflation rebound supports back-to-back rate hikes, may weigh on EWY export competitiveness
D1 -2.8% · +5d +8.5%
2026-08-27 Regulation Bear
BOK Back-to-Back Hike Weighs on EWY Export Competitiveness Second straight BoK hike strengthens KRW, pressuring export-oriented tech earnings
D1 +1.7% · +5d -0.9%
12 earlier events › 2026-08-24 Analyst Bull
Bernstein Sees Samsung HBM Revenue +80% QoQ, Bolstering EWY's Semi Chain Strong HBM export data suggests 3Q26 revenue surge, positive for EWY's top holdings
D1 -2.6% · +5d +4.2%
› 2 waves of this story2026-08-24 HSBC, Goldman Sachs and others project strong HBM growth, reinforcing Korea's semiconductor supply chain position2026-08-24 Strong HBM export data suggests 3Q26 revenue surge, positive for EWY's top holdings2026-08-19 Capital Bull
SK Hynix announces $28.6B share buyback Large buyback boosts Korean semiconductor sector, lifting EWY
D1 +2.6% · +5d +2.7%
2026-08-10 Capital Bull
South Korea launches 5T won semiconductor materials fund State fund targets materials, components, fabless firms to boost chip self-sufficiency
D1 -1.8% · +5d +13.5%
2026-08-09 Analyst Bear
Analyst Advises Selling Memory Stocks, Rotating to Optical Citrini analyst suggests short-term sell on memory (MU, SNDK, SKHY) and long optical, citing forced selling from Korean leveraged ETFs.
D1 -1.8% · +5d +13.5%
2026-07-28 → 08-03 Company Bear
SK Hynix, Samsung extend selloff as memory-chip rally questioned Samsung and SK Hynix fell sharply Monday, giving back part of Friday's rebound as investors locked in profits.
D1 -6.0% · +5d +13.0%
› 4 waves of this story2026-07-28 Record memory-chip earnings fail to calm investors, sharply cutting AI premium2026-07-30 SK Hynix Q2 report relatively disappointing; stock dipped to $114 overnight, recovered to $129 this morning; Samsung & SK Hynix ~45% of EWY2026-08-01 BofA reports DRAM prices at record highs of ~$35-40 after a strong rally, contrasting with recent stock declines.2026-08-03 Samsung and SK Hynix fell sharply Monday, giving back part of Friday's rebound as investors locked in profits.2026-07-30 → 08-03 Other Bear
KOSPI Plunges from June Record 9,410 to 5,817; EWY Down 35% from Last Month's High KOSPI fell to 6,263 on Monday, erasing Friday's gains as Samsung and SK Hynix resumed decline, indicating weak rebound.
D1 +11.8% · +5d +1.8%
› 3 waves of this story2026-07-30 KOSPI among worst global performers; EWY down 30% in just over a month, -35% from highs, touched under $137 overnight2026-07-30 KOSPI fell from June high 9,410 to 5,817; EWY down 35% from monthly high; AI-chip trade crowded2026-08-03 KOSPI fell to 6,263 on Monday, erasing Friday's gains as Samsung and SK Hynix resumed decline, indicating weak rebound.2026-07-24 → 07-28 Other Bear
South Korea Kospi Plunges 5.2%, Samsung and SK Hynix Drop Over 8% SK Hynix -4% below IPO price; Kospi off YTD high, technical breakdown confirmed
D1 -6.3% · +5d -3.6%
› 2 waves of this story2026-07-24 Memory names lead decline, dragging EWY and tech sector2026-07-28 SK Hynix -4% below IPO price; Kospi off YTD high, technical breakdown confirmed2026-07-27 Regulation Bear
S.Korea may cap retail leveraged single-stock ETF investments Top regulator said Tuesday it would consider a cap if needed, per local media
D1 -1.1% · +5d -0.6%
› 2 waves of this story2026-07-27 Top regulator says will consider cap if needed, affecting retail leverage tools2026-07-27 Top regulator said Tuesday it would consider a cap if needed, per local media2026-07-21 → 07-25 Capital Bull
South Korea ETF Records Largest Weekly Inflow in History Over $2.8B inflow last week, largest ever, extending prior record trend
D1 +6.2% · +5d -12.4%
› 3 waves of this story2026-07-21 Hedgeye data shows EWY's weekly inflow hits all-time high, resonating with prior consecutive inflows2026-07-21 Inflows exceeded $2.8B last week, surpassing prior record by $1.6B, confirmed by multiple sources2026-07-25 Over $2.8B inflow last week, largest ever, extending prior record trend2026-07-19 → 07-24 Analyst Bull
Morgan Stanley and Mizuho raise memory and server CPU demand forecasts Lisa Su says Helios rack delivers 15% more compute, 50% more HBM4 memory
D1 +0.2% · +5d -1.0%
› 2 waves of this story2026-07-19 Vera CPU boosts DRAM demand, server CPU shipments seen at 50M units by 20272026-07-24 Lisa Su says Helios rack delivers 15% more compute, 50% more HBM4 memory2026-07-17 → 07-19 Capital Bull
South Korea ETF sees record inflows twice this week EWY saw $3.0B inflows last week, ranking second among ETFs, extending recent record trend.
D1 -0.5% · +5d +0.3%
› 3 waves of this story2026-07-17 Tue $814M, Wed $1.1B; investors use EWY as memory proxy2026-07-17 Contrast of weekly inflows with 30% drawdown; 5% off lows, put spreads still favored2026-07-19 EWY saw $3.0B inflows last week, ranking second among ETFs, extending recent record trend.2026-07-14 Regulation Bear
Over 1.2M Korean Leveraged Accounts Trigger Margin Calls Korea FSS data shows cumulative 1.2M+ leveraged accounts triggered margin calls by Jul 13, affecting ~320K-360K accounts
D1 +5.3% · +5d -2.3%
Related — this ticker is not the subject
2026-10-05 Related Earnings
Bernstein says memory industry operating profit could reach $1.3 trillion in 2028 The note, circulating after Micron’s latest results, argues that tight DRAM and NAND supply could keep industry profits elevated for longer
D1 -0.2% · since -7.9%
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