South Korea’s KOSPI Composite Index has achieved a remarkable 175% gain since its April 2025 low, marking the quickest 1,000-point rise in its history by jumping from 5,000 to 6,000 in fewer than 40 trading sessions.159
AI-Driven Rally Accelerates
The index’s rapid ascent stems from strong momentum in artificial intelligence sectors, particularly semiconductors. Chip giants like Samsung Electronics and SK Hynix lead the charge, propelled by global demand for AI technologies.02
Concentration Risks Emerge
Despite the euphoria, analysts highlight intensifying concentration risks. The rally heavily depends on a handful of tech stocks, raising concerns over vulnerability to sector-specific downturns or shifts in AI hype. Market watchers urge diversification to sustain long-term growth.12
Historical Milestone
This surge positions KOSPI at record levels above 6,000, surpassing previous peaks amid broader market rotation into autos and other industries. Officials note a ‘Korea premium’ as investor confidence builds.15
