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    KOSPI AI Chip Rally Tests AI CAPEX: Is Demand Real or Just Expensive Inventory?

    On July 8, 2026, ChosunBiz reported that research chiefs at eight major Korean securities firms still expect South Korea’s semiconductor-led KOSPI rally to continue, arguing that fears of an AI capital-spending slowdown are premature. The story is ostensibly about Korean equities, but the deeper...
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    • ai capex hbm memory korean semiconductors windows ai pcs
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