KOSPI's 60-day correlation with the Nasdaq-100 has climbed to about 0.50, the highest since 2021, as AI spending ties US tech giants to Korean memory-chip makers. Samsung Electronics and SK Hynix account for more than half of KOSPI’s weight, effectively turning the index into a semiconductor proxy, Futurum Group says. Recent rallies and volatility in Korean chip stocks have pushed global investors to treat the market as a bellwether for AI flows; analysts warn the growing synchronicity reduces cross-market diversification and would leave Korea more exposed than most markets if hyperscalers cut capex.(金十数据)