Episode Description:
The won just closed at its weakest since March 2009, foreign investors have sold Korean stocks for ten straight sessions, and the global AI trade is being repriced — here's how it connects for Korea exposure.
In today's AI PRISM: Global Investors, we track the 4-trillion-won single-day foreign outflow that pushed the won to 1,555.8 per dollar, and Seoul's intervention signals alongside suspected yen support from Tokyo. We unpack Oracle's 90-to-95-billion-dollar capex guidance and Meta's GPU-leasing move — and why analysts call the semiconductor selloff noise rather than a demand downturn, with Korean chip-export growth still expanding. We also cover the Sangdong tungsten mine restart that could make Korea the world's No. 2 producer, and Samsung Electro-Mechanics' 482.1 billion won glass-substrate joint venture with Sumitomo Chemical. Plus, POBA deploys 220 million euros into European student housing through Nuveen.
Sources:
* Oracle Revenue Jumps 21%, but AI Infrastructure Spending Burden Grows — Seoul Economic Daily, July 2, 2026
* Meta's Cloud Move: Overinvestment Signal? Analysts Say the AI Cycle Is Unchanged — Seoul Economic Daily, July 2, 2026
* China's Tungsten Squeeze Prompts the U.S. to Wake Korea's 32-Year-Dormant Mine — Seoul Economic Daily, July 2, 2026
* Korea and Japan Scramble to Calm Currency Slides — Seoul Economic Daily, July 2, 2026
* POBA Forms 388 Billion Won European Real Estate Mandate with Nuveen — Seoul Economic Daily, July 2, 2026
* Samsung Electro-Mechanics and Sumitomo Chemical Launch Glass Substrate JV GlaSSEM, Targeting 2027 Production — Seoul Economic Daily, July 2, 2026
About AI PRISM:
AI PRISM is Seoul Economic Daily's WAN-IFRA award-winning newsroom AI series, delivering Korean economic news adapted for global audiences. Episodes are produced with AI assistance and reviewed by a human editor.
Tags:
#KOSPI #KoreaExposure #WonDollar #ForeignFlows #AICapex #Semiconductors #Tungsten #GlassSubstrate #AIPRISM #SeoulEconomicDaily #WANIFRA
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