Why are foreign investors selling Samsung and SK Hynix, and what could bring them back? We unpack interest rates, AI’s market shake-up, HBM demand, and the real hurdle for humanoid robots: cost. Get the big-picture market chat, plus a look at where semiconductor equipment could be headed.
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0:00 - AI's Impact on Employment Data
4:14 - Interest Rates and a Narrow Market Rally
7:24 - Who Will Win the AI Race?
8:58 - Why Foreign Investors Are Selling Korean Semiconductors
12:32 - Signals for Foreign Buying to Resume
14:47 - Robot Costs and Mass Adoption
17:33 - HBM4 Demand and Semiconductor Equipment
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