Possible scenario
Selective Semiconductor Rotation
20% Chance
The return of foreign buyers does not lift all Korean stocks equally. Investors rotate within the semiconductor complex based on HBM customer wins, NAND leverage, and confidence in 2027-2028 supply discipline.
Secondary impacts
- Technology +0.5%
Tickers
- SKHY+1.3%
- MU+0.5%
- AMD+0.4%
Portfolio impact
S&P 500+0.2%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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