[AI Boom Reshapes South Korean Stock Market: Domestic Capital Heavy on Semiconductors, Foreign Capital Reduces Holdings in Samsung and SK Hynix] Deep Tide TechFlow reports, on October 4, according to South Korean media DAUM, the Korea Exchange today released data showing that the AI boom is reshaping the South Korean stock market. Between January 2, 2026, and October 2, 2026, the flow of funds in the South Korean stock market showed a clear divergence. Domestic capital concentrated on buying core semiconductor stocks in the AI industry chain, such as Samsung Electronics and SK Hynix, while foreign capital significantly reduced holdings. Reportedly, South Korean individual investors have cumulatively net purchased Samsung Electronics worth 43.1143 trillion KRW and SK Hynix worth 39.5028 trillion KRW this year. Institutional investors have similarly bet on semiconductors, net purchasing Samsung Electronics worth 11.6193 trillion KRW and SK Hynix worth 8.5265 trillion KRW. In contrast, foreign capital has cumulatively net sold Samsung Electronics worth 84.5702 trillion KRW and SK Hynix worth 82.5040 trillion KRW, while also reducing holdings in stocks such as Hyundai Motor and SK Square. Analysts believe that, against the backdrop of U.S. Treasury yields rising to the 5% range, the market is paying more attention to industries with profitability. Semiconductors and IT hardware, driven by investments in AI infrastructure, should remain core allocation directions.