"The AI thesis is concrete. NVIDIA reported $68.13 billion in fiscal Q4 revenue, with Data Center alone at $62.31 billion and networking up 263% year-over-year. Jensen Huang told investors "computing demand is growing exponentially, the agentic"
EWY is a single-country ETF tracking the MSCI Korea 25/50 Index with a 0.6% annual fee. It has risen sharply, including about 80% year-to-date and roughly 200% over the past year, despite expectations for a “Korea discount” country fund. The performance is driven by concentrated exposure to memory semiconductors. Samsung Electronics and SK Hynix together represent close to half the fund, linking returns to DRAM pricing, HBM market share, and semiconductor capex cycles. The fund’s exposure also aligns with AI hardware demand, including NVIDIA GPU platforms that require high-bandwidth memory. Korea’s Corporate Value-Up program may further support valuation rerating through improved governance and higher payouts.
#ishares-msci-south-korea-etf-ewy #south-korea-equities #semiconductors #ai-hardware-demand #hbmdram-memory
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]