美帝大科技公司搞基建随便一撒就是几百个B，这里面有很大一部分能流进韩国人口袋里。韩国人再蠢也不会现在就搞崩盘。

The AI boom has transformed South Korea into a primary beneficiary of global investment, with massive capital inflows driving a 75% surge in the Korean stock market in the first five months of 2026. This rally has pushed the total market capitalization above $4 trillion. [1, 2]

Key 2026 AI Capital Flow Highlights:

• Massive Inflows: Foreign investors have engaged in strong, steady buying, with recent periods seeing daily inflows exceeding $2 billion.
• Key Beneficiaries: Foreign capital is heavily concentrated in AI-related memory chip manufacturers, namely Samsung Electronics and SK Hynix, which now comprise roughly 50% of the total KOSPI market capitalization.
• Total Market Rise: The KOSPI index soared 81% in early 2026, leading global markets as international investors wager on the "AI-driven memory super cycle".
• Semiconductor Dominance: Korean semiconductor exports experienced a massive surge, remaining above $20 billion per month in early 2026 due to AI demand. [1, 2, 3, 4]

Factors Behind the Inflow
The influx of money is driven by Korea's dominant position in High-Bandwidth Memory (HBM) chips, which are critical for AI processors produced by U.S. firms like Nvidia. The surge has been further accelerated by: [1, 2]

• Corporate Governance Reforms: New regulations, including a dividend tax overhaul and requirements to cancel treasury shares, have made Korean equities more attractive to foreign investors.
• AI National Growth Fund: The Korean government is actively nurturing the AI sector, investing 10 trillion won ($6.7 billion) in 2026 alone. [1, 2]

While there has been tremendous inflow, 2026 has also seen brief periods of high volatility, with a record $409 million withdrawn from a major South Korean ETF (EWY) in a single day in May following talks of an "AI profit tax". [1, 2]