Yahoo Finance
Samsung Electronics (005930.KS) has become one of the hottest large-cap AI trades in the world, climbing roughly 275% over the past year, even after Friday'schip-led rout.
Behind Samsung's surge is one of the stranger echoes from an earlier market mania.
DI Corp (003160.KS), the Korean semiconductor equipment maker onceswept up in the frenzyaround Psy's "Gangnam Style," is back on the AI map through its Digital Frontier subsidiary.
But the chart shows how much the Korean memory trade has moved beyond the novelty of a viral-stock callback.
DI has gained about 40% over the past year, a strong move in most markets.
Samsung has done several times that, with the gap widening since early May as the AI memory trade became less about niche suppliers and more about the biggest names tied to the next wave ofhigh-bandwidth memory.
Its stock has lagged the latest chip-led rally, but its Digital Frontier unit has beensupplying HBM4 wafer testersto SK Hynix (000660.KS).
Those machines check whether advanced memory wafers work before they are cut into individual chips, a small but important step in a supply chain where HBM is scarce, expensive, and central to AI accelerators.
Samsung shows what happened when investors started paying up for the broader Korean memory complex.
The same trade has also spilled into the US ETF market.
The iShares MSCI South Korea ETF (EWY) is not a pure semiconductor fund, but it has become one of the simplest US-listed ways to reach Korea's AI-memory complex, including Samsung and SK Hynix.iShares datashows the fund has roughly $21 billion in assets, 78 holdings, and more than half its portfolio in technology.
That exposure no longer trades like a quiet country allocation.
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