Introduction
As of May 2026, the Korean stock market is entering a new phase of rapid growth, driven by the booming AI semiconductor industry and deepening partnerships between SK Hynix and global big tech companies. This is an important moment to catch the rising momentum and ride the wave. Today, I will dive into the latest KOSPI investment strategies shared by four market experts, analyzing the long-term growth drivers and practical investment approaches worth paying attention to.
Main Body
1. AI Semiconductor Industry: The Dawn of a 7-Year Super Cycle (Secheol Lee)
The AI semiconductor market is still in its early innings, with a super cycle of growth expected to last at least seven more years. Previously, AI technologies were mostly experimental or pilot projects, but now they are becoming critical devices driving business operations across various industries.
With a surge in AI inference demand, supply shortages have become acute. Leading Korean giants like Samsung Electronics and SK Hynix are responding by expanding long-term supply contracts to stabilize the market. Beyond that, active investments in AI chip design, memory technology, and production infrastructure are underway, laying a solid foundation for future industrial competitiveness. From an investor’s perspective, AI semiconductor stocks currently lie in the early growth phase and offer attractive long-term opportunities.
2. Riding the Running Horse: Timing the Market Momentum (Byungchang Park)
Expert Byungchang Park advises investors to focus on the “running horses” — stocks that are already climbing with strong momentum — rather than lingering on dormant or stagnant assets.
In the current market, AI-related and big tech stocks exhibit steep upward trajectories supported by solid fundamentals. Quick and flexible decision-making to identify and jump on these rising stocks early is key to maximizing returns. However, chasing too aggressively without discipline may bring risks, so a balanced strategy focused on diversification within growth leaders is recommended.
3. SK Hynix and Big Tech’s Battle for Exclusive Production Lines (Juyeon Lee)
SK Hynix has become a dominant player benefiting from the explosive demand for AI memory chips. Global tech giants such as Nvidia and Google are competing fiercely to secure exclusive production lines at SK Hynix by investing directly.
This shift elevates SK Hynix from a mere chip manufacturer to a cornerstone infrastructure provider in the AI era. The strategic partnerships allow big tech firms to ensure supply reliability and customized products. SK Hynix, in turn, leverages this to boost production efficiency and profitability. Investors should closely monitor how SK Hynix strengthens its market share and supply chain control through these exclusive deals.
4. Market Flow and Timing: The Secret to Success (Hongchul Moon)
Hongchul Moon stresses that in volatile markets, the most critical factor is timing — knowing when to enter and exit by accurately reading market trends.
Combining technical analysis with fundamental data to identify turning points enables investors to seize opportunities and avoid major losses. In the current AI and big tech-driven growth environment, swift adaptation and risk management will distinguish successful investors from the rest.
Conclusion
May 2026 presents a compelling opportunity as the AI semiconductor super cycle begins, SK Hynix solidifies strategic big tech partnerships, and KOSPI gains strong upward momentum. Riding the rising stocks with sharp timing and careful market reading is more crucial than ever. By reflecting on these four experts’ deep insights, investors can form sound strategies to capture sustained growth in the Korean stock market.