NewTimeSpace News – 9 January:Artificial-intelligence tailwinds keep lifting the semiconductor tide. Xtrackers MSCI Korea UCITS ETF (02848.HK) — anchored by Samsung Electronics and SK hynix — added another 1 % intraday and has now climbed 33.07 % in 60 days.

The ETF tracks the MSCI Korea 20/35 Custom Index, a UCITS-compliant cap-weighted gauge that keeps any single stock below 35 % while preserving broad exposure to Korea’s large- and mid-cap universe. Samsung, SK hynix, NAVER, Hyundai Motor and Shinhan Financial occupy the top-ten slots.

On 8 January Samsung stunned markets with its Q4-25 guidance: operating profit is expected to hit KRW 20 trn (≈ USD 13.8 bn), more than triple the year-ago figure and well ahead of consensus. Management credits an AI-driven server build-out that has tightened memory supply across the board.

TechInsights’ latest DRAM report (Q4-25) shows a near-dead heat at the top. In calendar Q3 SK hynix led with USD 1.37 bn revenue on 2.54 bn Gb shipped, while Samsung posted USD 1.33 bn on 3.14 bn Gb; the two hold 36 % and 35 % share respectively. Samsung’s 20 % quarter-on-quarter volume surge has almost closed the gap with its smaller rival.

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