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Samsung Electronics and SK Hynix Rally on US Rate Cut Hopes

Electronic Technology · Semiconductors · yonhap_finance · 2026-09-04

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Shares of Samsung Electronics and SK Hynix climbed 2-3% as dovish comments from a Fed official boosted investor sentiment and drove foreign and institutional buying.

What Happened

US Market Influence: Major US stock indices rallied following dovish remarks from a Federal Reserve official, which eased concerns regarding further interest rate hikes. This favorable external environment provided a significant boost to investor sentiment in the domestic semiconductor sector.

Stock Performance: Samsung Electronics closed 2.20% higher at 255,500 KRW, while SK Hynix surged 3.20% to finish at 1,647,000 KRW. SK Hynix, in particular, saw strong buying pressure, with its share price jumping over 5% during intraday trading.

Supply and Demand: Foreign and institutional investors were net buyers in the KOSPI market, purchasing 503.4 billion KRW and 1.67 trillion KRW worth of shares, respectively. SK Hynix emerged as the top stock for foreign net buying, underscoring strong investor appetite.

Share Buyback Impact: Corporate entities have become a key market force, recording over 1.5 trillion KRW in net buying within the electronics sector. This activity, fueled by share buyback programs from Samsung Electronics and SK Hynix, continues to serve as a critical pillar of support for the market.

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