Samsung and SK Hynix (SKHY) plan a memory expansion bigger than CXMT's entire projected capacity
A Bank of Korea report dated September 2 says Samsung's P4 and P5 fabs and SK Hynix's Yongin fab will add more than 600,000 wafers a month of memory capacity from 2028. China's CXMT is expected to reach 500,000 to 600,000 in total from the same year, and its shipments run far below its capacity. The bank still calls China a long-term threat.
South Korea's token securities rollout starts in February 2027. Listed-stock pilot remains undated.
Korea's Financial Services Commission published a three-phase roadmap on September 4. Phase one, from February 2027, covers institutional private funds, private bonds and unlisted shares. Listed stocks are limited to a Korea Exchange pilot, and phases two and three, including stablecoin settlement, have no dates.
The US stock market is worth more than the world's next 13 largest combined
The US market is worth about $75 trillion today, China's $16.8 trillion and South Korea's about $4.5 trillion. World Bank data shows how each got there since 2005, when China's listed companies were worth less than Korea's.
How to buy Korean stocks from the US with ADRs, brokers, and ETFs
The Korea Exchange lists nearly 2,900 companies and around 10 of them trade in the US as depositary receipts. Korea scrapped its 30-year foreign investor registration rule in December 2023, and Interactive Brokers and Schwab now reach Seoul directly. Here are the four routes in and what still blocks them.