Youkyung Lee
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Bloomberg @business reporter covering stocks with focus on Korea and Asia. Past: @AP @YonhapNews @latimes @CFR_ORG @wesleyan_u Contact: ylee582@bloomberg.net
Articles by Youkyung Lee
Samsung Electronics Shares Slide After Return Plan Is Delayed
Bloomberg (Bloomberg) -- Samsung Electronics Co. shares reversed earlier gains to slide as much as 6.6% as the lack of a new shareholder return plan in its earnings disappointed investors.
Repunte de las acciones de IA tras solicitud de salida a bolsa de Anthropic alivia temores sobre financiación
Bloomberg — La solicitud de salida a bolsa de Anthropic PBC supuso un impulso muy necesario para el sector de la inteligencia artificial, lo que impulsó las acciones de las empresas de semiconductores en Corea del Sur y Japón. Las acciones de Samsung Electronics Co. y SK Hynix Inc. (SKHY) subieron más de un 4% cada una, lo que impulsó al índice bursátil de referencia de Corea, el Kospi, hasta un 4,9%. El índice Nikkei 225 de Japón subió hasta un 2,4%, con Advantest Corp.
AI Trade Bounces Back as Anthropic IPO Eases Funding Jitters
Bloomberg (Bloomberg) -- Anthropic PBC’s IPO filing is reviving the AI trade across Asia, offering reassurance on the billions needed to sustain the buildout while highlighting supply bottlenecks that favor the region’s chip and equipment makers.
SK Hynix Shares Defy AI Selloff With Help From Kioxia Gains (2) Original
’s shares bucked a broad selloff in AI-related stocks thanks to the prospect of a hefty dividend payout related to the South Korean company’s stake in Japan’s The supplier of AI data-center memory plans a special dividend of about 16 trillion won ($12 billion) to distribute the bulk of the 20 trillion won gain it booked on its Kioxia stake in the first half of the year, the DongA Ilbo newspaper reported.
Acciones de SK Hynix resisten ola de ventas de IA gracias a ganancias ligadas a Kioxia
Bloomberg — Las acciones de SK Hynix Inc. (SKHY) se mantuvieron al margen de la venta masiva generalizada de valores relacionados con la inteligencia artificial, gracias a la perspectiva de un cuantioso reparto de dividendos vinculado a la participación que el fabricante surcoreano de memorias tiene en la empresa japonesa Kioxia Holdings Corp.
隨著AI行情降溫 兩支掛鉤SK海力士的槓桿基金將在美國退市
【彭博】-- 隨著投資者對人工智能(AI)交易的興趣減弱，兩支與SK海力士掛鉤的槓桿交易所交易基金(ETF)將清盤，這距離在美國上市僅僅幾個月時間。 Tradr ETFs推出的做多和做空產品，分別旨在提供這家韓國晶片製造商美國存託憑證(ADR)單日表現兩倍的收益或兩倍反向收益。這家ETF發行商在聲明中表示，兩支基金都將在11月12日前後清盤。 隨著投資者在AI相關股票中大舉進出，SK海力士和同行三星電子的股價今年劇烈波動。韓國及其他市場放大單日漲跌幅的槓桿ETF進一步加劇了這種波動，不過韓國監管機構近期已採取行動，收緊對此類產品的監管規定。 推薦閱讀：韓國議員辦公室披露韓國投資者因槓桿ETF損失17億美元 SK海力士在首爾上市的股票目前已較歷史高點下跌56%。市場對AI熱潮的樂觀情緒逐漸讓位於對借貸成本高企的擔憂，因為大規模基礎設施支出需要大量舉債來提供資金。 Tradr的這兩支ETF於7月28日上市，當時距離SK海力士ADR掛牌僅數周。其他多家公司也紛紛推出與SK海力士掛鉤的類似產品，包括ProShares、Leverage Shares和Direxion。 Tradr 2X...
SK Hynix Leveraged Funds to Be Delisted in US as AI Rally Cools Original
(Bloomberg) -- Two leveraged exchange-traded funds tied to SK Hynix Inc. will be liquidated just months after their debut in the US, as investor appetite for the artificial intelligence trade moderates.
SK Hynix shares defy AI sell-off with help from Kioxia gains
The supplier of AI data-centre memory is said to plan a special dividend of about 16 trillion won to distribute the bulk of the 20 trillion won gain it booked on its Kioxia stake in the first half. (Oct 26): SK Hynix Inc's shares bucked a broad sell-off in artificial intelligence (AI)-related stocks thanks to the prospect of a hefty dividend payout related to the South Korean company's stake in Japan's Kioxia Holdings Corp.
SK Hynix Shares Defy AI Selloff With Help From Kioxia Gains
Bloomberg (Bloomberg) -- SK Hynix Inc.’s shares bucked a broad selloff in AI-related stocks thanks to the prospect of a hefty dividend payout related to the South Korean company’s stake in Japan’s Kioxia Holdings Corp.
SK Hynix frena la salida a bolsa de Solidigm en EE.UU. por US$10.000 millones ante presión regulatoria
Bloomberg — SK Hynix Inc. (SKHY) ha descartado sus planes de sacar a bolsa en EE.UU. su filial Solidigm, en una operación que podría haber ascendido a US$10.000 millones, tras enfrentarse a una fuerte oposición por parte de los reguladores y los accionistas, convirtiéndose así en la última empresa en retirar su oferta pública inicial (OPI) mientras el creciente malestar de los inversores ante el auge de la inteligencia artificial sacude los mercados. Las acciones de SK Hynix se recuperaron.
South Korean Stocks Reverse Early Drop as Chipmakers Rebound
Bloomberg (Bloomberg) -- South Korean stocks reversed course to end higher on Friday as heavyweight chipmakers rebounded, underscoring investors’ continued conviction in the AI trade.
SK Hynix Pulls Solidigm’s $10 Billion IPO on Regulatory Pushback
Photographer: SeongJoon Cho/Bloomberg (Bloomberg) -- SK Hynix Inc.
Korea Neocloud Firm Elice Tops IPO Price in Second-Day Rally
Bloomberg (Bloomberg) -- South Korean neocloud-service provider Elice Inc.’s shares rose for a second straight day, climbing above their IPO price and suggesting investors remain committed to AI growth bets.
Korean Data Center Firm Elice Jumps by Limit After Debut Slump
Bloomberg (Bloomberg) -- South Korean AI computing supplier Elice Inc. surged on Wednesday, recovering much of the ground lost after a 32% slump in its trading debut, as a string of upbeat US tech earnings lifted sentiment.
AI fears return with data centre firm Elice’s 33% debut flop
Skip to Content The pressure on investor sentiment is against the backdrop of South Korea also weighing tighter scrutiny of new listings A successful offering could have helped break an IPO drought in South Korea, where the primary market has been in the doldrums as fundraising surged across Asia. Shares of data-centre infrastructure company Elice Inc.
(Bloomberg) -- Data-center infrastructure company Elice Inc. plunged in its trading debut on South Korea's tech-heavy Kosdaq market after raising 201 billion won ($151 million) in the bourse's biggest initial public offering this year.
AI Bellwether Korea Shows That Investor Skepticism Is Mounting
For a look at just how skeptical investors are about the staying power of the AI frenzy these days, consider the South Korean stock market. It’s not just Elice’s spectacular IPO flop.
Korean Retail Investors Hammered as Elice Plunges 32% in Record IPO Debut
Bloomberg (Bloomberg) -- South Korean retail investors poured tens of millions of dollars into Elice Inc.’s initial public offering, betting they would make a bumper return from its expected first-day pop.
Chipmakers Lead Korean Stock Selloff on Yield Spike, IPO Stumble Original
Bloomberg (Bloomberg) -- Chipmakers drove losses in South Korean equities Tuesday, as foreign investors reduced exposure on a rise in Treasury yields and a weak stock market debut by a data center firm.
AI fears return with data centre firm Elice's 33% debut flop in Seoul
The Seoul-based neocloud service provider's shares fell sharply from the open and plunged as much as 38%, before finishing the day with a 32% loss. (Oct 20): Shares of data-centre infrastructure company Elice Inc plunged in their trading debut on Tuesday, underscoring lingering concerns about whether the artificial intelligence (AI) boom can justify the billions of dollars being poured into the industry.
データセンターの韓国エリス、上場初日に株価32％急落－240億円IPO後
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AI Fears Return With Data Center Firm Elice’s 33% Debut Flop
Bloomberg (Bloomberg) -- Shares of data-center infrastructure company Elice Inc.
Acciones asiáticas de semiconductores caen por temores sobre la IA y el nuevo modelo de DeepSeek
Bloomberg — Las acciones de las empresas asiáticas de semiconductores volvieron a caer este lunes, ya que el último modelo de DeepSeek suscitó inquietudes sobre la demanda de chips, lo que agravó los temores del mercado respecto a la financiación de la inteligencia artificial. Un índice de Bloomberg sobre los fabricantes asiáticos de chips cayó más de un 2%, hasta alcanzar su nivel más bajo desde julio.
韓国KOSPI下落、一時3.2%安－DeepSeek新モデルとAI資金の調達懸念で
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韓國和日本股市下挫 AI融資擔憂及DeepSeek新版模型令晶片股承壓
【彭博】-- 韓國股市周一恢復下跌，因DeepSeek的最新模型引發投資者對內存晶片需求的擔憂，與此同時，人工智能融資擔憂仍揮之不去。 基準Kospi指數一度下跌3.2%，晶片製造商三星電子和SK海力士均一度下跌超過4%，隨後跌幅有所收窄。日本科技股為主的日經225指數下跌約2%，晶片設備製造商愛德萬測試跌幅居前。 美國晶片股上周五連續第八個交易日下跌，投資者對人工智能建設成本飆升的擔憂加劇。與此同時，中國公司DeepSeek周末發布AI模型的更新版本，並稱新版本更快、更精簡，這引發了人們對所需內存更少的擔憂。 「目前存在太多不確定因素，無法判斷韓國股市是否已經觸底，」Life Asset Management執行長Kang DaeKwun指出，美國公司人工智能項目資金的不確定性是市場動盪的主要原因。「如果美國公司不繼續投資，韓國公司就無法盈利。」 Kospi指數剛剛經歷了2008年10月以來最糟糕的單周表現。儘管如此，在人工智能領域巨額支出推動內存價格創下歷史新高之後，這個韓國基準股指今年以來仍上漲超過30%。 原文標題Korean Stocks Fall as...
Asian Chip Stocks Extend Losses on Funding Worry, DeepSeek Model
Bloomberg (Bloomberg) -- Asian semiconductor stocks tumbled again Monday, as DeepSeek’s latest model sparked concerns over demand for chips, compounding market fears over AI financing.
ARK’s Wood Says CoreWeave Will Overcome Debt Fears on AI Demand Original
Concerns over ’s high borrowing costs are common for young companies raising money when interest rates are elevated, but investing in the AI computing supplier will pay off, according to of ARK Investment Management LLC. The cloud-computing service provider has been at the center of unease this week over the sustainability of AI funding, as its bonds traded at distressed levels and a measure of its credit risk hit an all-time high.
ARK’s Wood Says CoreWeave Will Overcome Debt Fears on AI Demand
Photographer: Paul Yeung/Bloomberg (Bloomberg) -- Concerns over CoreWeave Inc.’s high borrowing costs are common for young companies raising money when interest rates are elevated, but investing in the AI computing supplier will pay off, according...
韓國業績領先的基金經理看好AI價值鏈中的非記憶晶片股
【彭博】-- 韓國一位業績領先的基金經理表示，一旦市場反彈，盈利前景看好的AI價值鏈零組件股可能跑贏大型記憶晶片製造商。 Hana Asset Management股票投資部門主管Lee Wang-seop本周接受採訪時表示，隨著AI熱潮向更多產業鏈環節擴散，電容器製造商和AI封裝基板生產商明年有望受益。他也看好可再生能源和儲能供應商，預計數據中心服務需求將持續。 他管理的基金今年以來回報率達到77%，表現超過99%的同類基金，資產規模約7480億韓元，主要持倉包括電容器製造商三星電機和鋰電池供應商三星SDI。 除半導體外，「我們已將投資範圍擴大到AI產業鏈的其他領域。」Lee表示。「我們重點關注兩個領域的交集，一是盈利增速超過韓國Kospi指數的行業，二是盈利預期也在被上調的公司。」 韓國股市高度依賴三星電子和SK海力士。隨著投資者爭相撤出此前漲幅較大的AI相關持倉，Kospi周四跌入熊市。Lee的策略反映出基金經理正把目光從這兩家公司轉向AI供應鏈的其他環節，以捕捉相關上漲機會。...
Top Korea Tech Fund Favors Non-Memory Stocks in AI Value Chain
Bloomberg (Bloomberg) -- South Korea’s AI hardware component stocks with promising earnings potential will likely outperform the memory chip giants when the market rebounds, said a top fund manager focused on the country.
15%殖利率戳破AI雲商的無限資金美夢 韓國在全球科技股下跌中首當其衝
【彭博】-- 全球半導體股票拋售潮促使韓國股市基準指數一度下跌逾8%，凸顯了投資者撤離AI交易高泡沫領域的力度。 對聯儲會加息和AI融資困難的擔憂周四成為市場主旋律，SK海力士及其記憶晶片同行三星電子雙雙下跌9%以上。隨著跌幅擴大，韓國交易所暫停交易20分鐘。日本日經225指數下跌逾5%，Ibiden Co.和鎧俠等半導體相關股票跌幅居前。 數據顯示美國9月消費者價格以五個月來最快速度上漲，推動市場押注聯儲會將採取更激進的緊縮行動，引發焦慮。雪上加霜的是，CoreWeave Inc.債券價格跌至往往代表陷入困境的水平，促使投資者再次質疑大規模AI基礎設施支出的可持續性，其股價也隨之暴跌。 「隨著CoreWeave融資問題和美國通膨升溫加劇市場對借貸成本上升及AI支出可持續性的擔憂，韓國正在成為全球AI股拋售的吸震器，」Vantage Global Prime的分析師Hebe Chen稱。她說，這正促使投資者進一步解除三星和SK海力士頭寸。 「無限」資金 英國《金融時報》周三刊發採訪稱，輝達支持的AI雲計算提供商CoreWeave的聯合創始人Brannin...
半導体株売り加速、米利上げ懸念にAI関連の資金調達不安重なる
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Korea Stocks Tumble 8% as Investors Rush to Unwind AI Exposure Original
Bloomberg (Bloomberg) -- A global selloff in semiconductor stocks dragged South Korea’s equity benchmark down nearly 8% to push it into a bear market, as investors retreat from the frothiest corners of the AI trade.
Palliser Asks Samsung to Issue ADRs to Buy Preferred Shares
Photographer: SeongJoon Cho/Bloomberg (Bloomberg) -- Palliser Capital wants Samsung Electronics Co. to list shares in the US and use the proceeds to buy back preferred stock, saying the company should do more to narrow the discount on those...
Korean Chip Stocks Sink on Chinese Rival Worry, Broadcom Remarks
(Bloomberg) -- Samsung Electronics Co. and SK Hynix Inc. shares extended their recent selloff, as concerns about Chinese rivals and the stretched artificial intelligence stock rally intensified.
Chip sell-off triggers 7% Korea rout after CEO’s ‘casino’ warning
Youkyung Lee & Winnie Hsu / Bloomberg Tue, Oct 13, 2026 • 04:35 PM GMT+08 • • 3 min read Samsung Electronics Co and SK Hynix Inc shares dropped about 7% and 10% each Tuesday, dragging the Kospi down 5.5% at the close. Follow us on Facebook and join our Telegram channel for the latest updates.
AI投資「カジノ」懸念で韓国株急落－世界的な半導体銘柄売り広がる
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world
Chip Selloff Sparks 7% Korea Rout on Brewing Worries Over AI
Bloomberg (Bloomberg) -- A global slide in semiconductor stocks deepened, sending South Korea’s chip-heavy equity benchmark down more than 7% at one point, as concerns about AI overheating and Chinese competition intensified.
Chip sell-off triggers 7% Korea rout after CEO's 'casino' warning
Samsung Electronics Co and SK Hynix Inc shares dropped about 7% and 10% each Tuesday, dragging the Kospi down 5.5% at the close. (Oct 13): A global slide in semiconductor stocks deepened, sending South Korea's chip-heavy equity benchmark down more than 7% at one point, as concerns about AI overheating and Chinese competition intensified. Samsung Electronics Co and SK Hynix Inc shares dropped about 7% and 10% each Tuesday, dragging the Kospi down 5.5% at the close.
Korean Chip Stocks Sink on Chinese Rival Worry, Broadcom Remarks
Six Flags 1 day ago 1 Rider Dies and Several Others Are Injured on a Georgia Roller Coaster The New York Times - Mark Walker • 1d The episode happened Monday afternoon at the Six Flags Over Georgia amusement park, the police said. It was not immediately clear what led up to the rider’s death. One rider died and several others were injured on Monday on a roller coaster at Six Flags Over Georgia, the police said.
Inversores de Samsung exigen señales de que el auge de ganancias puede mantenerse
Bloomberg — Los resultados de Samsung Electronics Co. pondrán a prueba su capacidad para convencer a los inversores de sus perspectivas a largo plazo, una tarea cada vez más crucial, ya que los beneficios récord no han logrado revitalizar la cotización de la acción.
Korean investors suffer US$1.7 bil losses from leveraged ETFs
Youkyung Lee / BloombergWed, Oct 07, 2026 • 11:37 AM GMT+08 • • 2 min read Retail investors are estimated to have lost 2.3 trillion won (US$1.7 billion) from leveraged exchange-traded products tracking South Korea’s two chipmaking giants in just months, according to a... Follow us on Facebook and join our Telegram channel for the latest updates.
Korean Investors Suffer $1.7 Billion Losses From Leveraged ETFs
Bloomberg (Bloomberg) -- Retail investors are estimated to have lost 2.3 trillion won ($1.7 billion) from leveraged exchange-traded products tracking South Korea’s two chipmaking giants in just months, according to a lawmaker’s office, in the...
Samsung Investors Want Evidence Profit Boom Has Staying Power Original
(Bloomberg) -- Samsung Electronics Co.'s earnings will test whether it can convince investors of its long-term outlook, an increasingly critical task as record profits have failed to reinvigorate the stock.
Korean investors suffer US$1.7 bil losses from leveraged ETFs
Retail investors are estimated to have lost 2.3 trillion won (US$1.7 billion) from leveraged exchange-traded products tracking South Korea's two chipmaking giants in just months, according to a... (Oct 7): Retail investors are estimated to have lost 2.3 trillion won (US$1.7 billion) from leveraged exchange-traded products tracking South Korea's two chipmaking giants in just months, according to a lawmaker's office, in the first revelation of the magnitude of risks from such bets.
Citi ve oportunidad en Micron, Samsung y SK Hynix: anticipa escasez de chips en 2027
Bloomberg — Los inversionistas deberían comenzar a comprar acciones de los principales fabricantes de chips de memoria del mundo, ya que la demanda vinculada a la inteligencia artificial amenaza con provocar una grave escasez de semiconductores el próximo año, según Peter Lee, de Citigroup Inc (C).
Citi afirma que octubre es un buen momento para comprar acciones de empresas de chips de memoria Original
(Bloomberg) -- Los inversionistas deberían comenzar a comprar acciones de los principales fabricantes de chips de memoria del mundo, ya que la demanda vinculada a la inteligencia artificial amenaza con provocar una grave escasez de semiconductores el próximo año, según Peter Lee, de Citigroup Inc.
半導体メモリー株、買い時とシティ－来年の供給不足深刻化を想定
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Štićenik Michaela Burryja upozorava na 'zamke vrijednosti' u južnokorejskim dionicama
Štićenik Michaela Burryja upozorio je da jeftine dionice u Južnoj Koreji dolaze uz kvaku: velik dio njihove vrijednosti često ostaje izvan dosega manjinskih dioničara. Phil Clifton, osnivač društva za upravljanje imovinom Pomerium Capital Management LLC sa sjedištem u Cupertinu u Kaliforniji, sastao se s predstavnicima oko 24 kompanije u Koreji i Japanu tijekom svog putovanja u kolovozu.
Michael Burry’s Protégé Warns of ‘Value Traps’ in Korean Stocks Original
(Bloomberg) -- A protégé of Michael Burry has warned that South Korea's cheap stocks come with a catch: much of their value is often kept out of reach of minority shareholders.
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