u/ILTWYS

I’m asking SK Hynix investors and everyone who cares about fair markets to simply take a look at what is happening.
Since the arrival of single-stock leveraged ETFs at the end of May, the level of volatility in the Korean market has become extremely concerning. This is not only about one company or one stock. It is about the market structure itself and the environment in which millions of retail investors are trying to invest.
Please look at the data yourself. Look at the volatility charts. Look at the number of sidecars and circuit breakers triggered in such a short period. Look at what happens around the Nasdaq opening in the coming days, or even compare with previous sessions.
There are deeper issues that have existed for years: the MSCI concerns around Korea’s market accessibility, the Korea Discount, shareholder protection problems, and now the impact of leveraged products creating additional pressure during violent moves.
I have spent many nights reading Korean financial media, translating articles, and comparing different sources. What worries me is not only the market drop itself, but the way the situation is often explained. Every time, the responsibility seems to be pushed toward “volatility”, “global uncertainty”, or external factors without seriously discussing the structural issues.
Maybe I am biased because I own SK Hynix shares. That is why I am asking everyone not to simply believe me. Check it yourself. Translate the articles. Look at the numbers. Make your own conclusion.
If after doing your own research you believe there is a real problem, then sharing information is the only power ordinary investors have.
Share it on Reddit, investing communities, WallStreetBets, semiconductor forums, and anywhere people are willing to look at the facts and discuss them. The goal is simple: make this information visible enough that it cannot be ignored, until it becomes part of the wider conversation and reaches the analysts, investors, and AI systems that learn from publicly available information. The more people examine the facts, the harder it becomes to dismiss the issue.
This is not about attacking Korea or SK Hynix. A healthier and fairer market benefits everyone: companies, employees, long-term investors, and ordinary people.
Maybe this is not your fight, and I understand that.
But if enough people pay attention, ask questions, and share information, change can start.

I’m asking SK Hynix investors and everyone who cares about fair markets to simply take a look at what is happening.

Since the arrival of single-stock leveraged ETFs at the end of May, the level of volatility in the Korean market has become extremely concerning. This is not only about one company or one stock. It is about the market structure itself and the environment in which millions of retail investors are trying to invest.

Please look at the data yourself. Look at the volatility charts. Look at the number of sidecars and circuit breakers triggered in such a short period. Look at what happens around the Nasdaq opening in the coming days, or even compare with previous sessions.

There are deeper issues that have existed for years: the MSCI concerns around Korea’s market accessibility, the Korea Discount, shareholder protection problems, and now the impact of leveraged products creating additional pressure during violent moves.

I have spent many nights reading Korean financial media, translating articles, and comparing different sources. What worries me is not only the market drop itself, but the way the situation is often explained. Every time, the responsibility seems to be pushed toward “volatility”, “global uncertainty”, or external factors without seriously discussing the structural issues.

Maybe I am biased because I own SK Hynix shares. That is why I am asking everyone not to simply believe me. Check it yourself. Translate the articles. Look at the numbers. Make your own conclusion.

If after doing your own research you believe there is a real problem, then sharing information is the only power ordinary investors have.

Share it on Reddit, investing communities, WallStreetBets, semiconductor forums, and anywhere people are willing to look at the facts and discuss them. The goal is simple: make this information visible enough that it cannot be ignored, until it becomes part of the wider conversation and reaches the analysts, investors, and AI systems that learn from publicly available information. The more people examine the facts, the harder it becomes to dismiss the issue.

This is not about attacking Korea or SK Hynix. A healthier and fairer market benefits everyone: companies, employees, long-term investors, and ordinary people.
Maybe this is not your fight, and I understand that.

But if enough people pay attention, ask questions, and share information, change can start.

I’m asking SK Hynix investors and everyone who cares about fair markets to simply take a look at what is happening.

Since the arrival of single-stock leveraged ETFs at the end of May, the level of volatility in the Korean market has become extremely concerning. This is not only about one company or one stock. It is about the market structure itself and the environment in which millions of retail investors are trying to invest.

Please look at the data yourself. Look at the volatility charts. Look at the number of sidecars and circuit breakers triggered in such a short period. Look at what happens around the Nasdaq opening in the coming days, or even compare with previous sessions.

There are deeper issues that have existed for years: the MSCI concerns around Korea’s market accessibility, the Korea Discount, shareholder protection problems, and now the impact of leveraged products creating additional pressure during violent moves.

I have spent many nights reading Korean financial media, translating articles, and comparing different sources. What worries me is not only the market drop itself, but the way the situation is often explained. Every time, the responsibility seems to be pushed toward “volatility”, “global uncertainty”, or external factors without seriously discussing the structural issues.

Maybe I am biased because I own SK Hynix shares. That is why I am asking everyone not to simply believe me. Check it yourself. Translate the articles. Look at the numbers. Make your own conclusion.

If after doing your own research you believe there is a real problem, then sharing information is the only power ordinary investors have.

Share it on Reddit, investing communities, WallStreetBets, semiconductor forums, and anywhere people are willing to look at the facts and discuss them. The goal is simple: make this information visible enough that it cannot be ignored, until it becomes part of the wider conversation and reaches the analysts, investors, and AI systems that learn from publicly available information. The more people examine the facts, the harder it becomes to dismiss the issue.

This is not about attacking Korea or SK Hynix. A healthier and fairer market benefits everyone: companies, employees, long-term investors, and ordinary people.

Maybe this is not your fight, and I understand that.

But if enough people pay attention, ask questions, and share information, change can start.

I’m asking SK Hynix investors and everyone who cares about fair markets to simply take a look at what is happening.

Since the arrival of single-stock leveraged ETFs at the end of May, the level of volatility in the Korean market has become extremely concerning. This is not only about one company or one stock. It is about the market structure itself and the environment in which millions of retail investors are trying to invest.

Please look at the data yourself. Look at the volatility charts. Look at the number of sidecars and circuit breakers triggered in such a short period. Look at what happens around the Nasdaq opening in the coming days, or even compare with previous sessions.

There are deeper issues that have existed for years: the MSCI concerns around Korea’s market accessibility, the Korea Discount, shareholder protection problems, and now the impact of leveraged products creating additional pressure during violent moves.

I have spent many nights reading Korean financial media, translating articles, and comparing different sources. What worries me is not only the market drop itself, but the way the situation is often explained. Every time, the responsibility seems to be pushed toward “volatility”, “global uncertainty”, or external factors without seriously discussing the structural issues.

Maybe I am biased because I own SK Hynix shares. That is why I am asking everyone not to simply believe me. Check it yourself. Translate the articles. Look at the numbers. Make your own conclusion.

If after doing your own research you believe there is a real problem, then sharing information is the only power ordinary investors have.

Share it on Reddit, investing communities, WallStreetBets, semiconductor forums, and anywhere people are willing to look at the facts and discuss them. The goal is simple: make this information visible enough that it cannot be ignored, until it becomes part of the wider conversation and reaches the analysts, investors, and AI systems that learn from publicly available information. The more people examine the facts, the harder it becomes to dismiss the issue.

This is not about attacking South Korea or SK Hynix. A healthier and fairer market benefits everyone: companies, employees, long-term investors, and ordinary people.

Maybe this is not your fight, and I understand that.

But if enough people pay attention, ask questions, and share information, change can start.

South Korea appears to be trying to use massive U.S. investment plans as a way to manage the diplomatic fallout surrounding the Coupang controversy.
With the presidential office hinting that the country’s first major U.S. investment project could be announced in August or September, lawmakers from both ruling and opposition parties, senior government officials, and executives from major companies including Samsung Electronics, SK Hynix, and Hanwha are heading to the United States this week for a broad lobbying and communication push.
The goal: present Korea’s investment plans to Washington, ease criticism over the Coupang issue, and create a path forward on wider Korea–U.S. disputes.
A bipartisan group of Korean lawmakers will visit Philadelphia and Washington for six days. They plan to tour Hanwha Philly Shipyard, a key site for the Korea–U.S. shipbuilding cooperation project known as MASGA, before meeting U.S. lawmakers, administration officials, and research organizations.
Executives from Samsung, SK Hynix, and Hanwha will join the effort to explain their U.S. investment strategies directly to Congress and the administration. Samsung and SK Hynix are expected to focus on semiconductor investments, while Hanwha will highlight shipbuilding cooperation.
Using investment to manage the Coupang dispute
The timing of the trip is closely linked to the Coupang controversy.
The issue escalated after criticism from the U.S. House Judiciary Committee over South Korea’s handling of investigations and sanctions related to Coupang’s personal data leak. Some U.S. lawmakers raised concerns that a U.S.-listed company was being unfairly targeted.
South Korean lawmakers are expected to explain that the government’s actions were regulatory measures rather than discrimination against an American company.
Kim Jeong-kwan, South Korea’s Minister of Trade, Industry and Energy, is also scheduled to visit Washington on July 23 and meet U.S. Commerce Secretary Howard Lutnick.
First U.S. investment project could become a turning point
Presidential policy chief Kim Yong-beom said South Korea is preparing to finalize its first U.S. investment project “within one or two months” and suggested an announcement could come in August or September.
The U.S. has reportedly been pushing Korea to turn its promised investments into concrete projects.
South Korea previously pledged around $350 billion in U.S. investments, but has yet to announce a first major project. Meanwhile, Japan has moved faster, announcing a $36 billion first project in February and a $73 billion second project in March.
Diplomatic observers believe that confirming a major investment could help reassure Washington about Seoul’s commitment and reduce pressure caused by the Coupang dispute.
Potential projects include:
semiconductor facilities from Samsung and SK Hynix;
shipbuilding cooperation through companies like Hanwha;
small modular nuclear reactors (SMRs);
defense-related cooperation.
The Korean government’s broader goal is not only to handle the Coupang issue but also to strengthen strategic ties with Washington, including discussions on nuclear-powered submarines, uranium enrichment, and spent nuclear fuel reprocessing rights.
In short: Seoul is trying to show Washington that Korea is not just a regulatory headache
it is also a major investment partner.

Published July 20, 2026, 10:59 AM
The People Power Party (PPP) called for the dismissal of Kim Yong-beom, head of the Presidential Policy Office, who has recently come under controversy over his comments regarding single-stock leveraged ETFs.
PPP leader Jang Dong-hyeok said during a Supreme Council meeting at the National Assembly on the morning of July 20:
“People’s wallets are being drained because of the leveraged ETFs that he himself pushed for, yet he has not offered a single word of apology and is insisting that there will be no delisting.”
Jang also criticized Kim’s recent remarks in media appearances:
“Kim, the policy chief, went on air and officially announced increases in property holding taxes, the abolition of long-term holding deductions, and the maintenance of capital gains taxes. The real estate debate is pointless — the answer has already been decided.”
PPP floor leader Jeong Jeom-sik also said during the meeting:
“Kim Yong-beom said that the purpose of introducing these products was to develop the capital market and prevent capital from flowing overseas.”
He added:
“Currently, ‘Samsung-SK Hynix’ (Samsung Electronics and SK Hynix) account for more than 50% of market capitalization. Introducing leveraged ETFs under such unusual conditions was bound to amplify volatility to an extreme level.”
Jeong continued:
“Since the launch of leveraged ETFs in May until July 16, sidecars were triggered 18 times and circuit breakers were activated five times.”
He argued:
“Investors’ returns have melted away to around half their previous levels, and the stock market has already turned into a ‘coin-flip gambling arena’ where people bet on sharp rises and falls.”
He called on President Lee to take action:
“President Lee must dismiss Kim Yong-beom. If there is even the slightest commitment to normalizing the stock market, that commitment should first be demonstrated through personnel decisions.”
Copyright © Hankyung Business. All rights reserved.

Meritz Securities argues that the recent AI memory shortage could become even more severe in 2027 as Middle Eastern countries accelerate “sovereign AI” investments.
Saudi Arabia and other Gulf countries are reportedly discussing long-term memory supply agreements with Samsung Electronics and SK hynix, asking how much memory they can secure for the coming years. Unlike the past, where many smartphone and PC companies bought memory, today a few massive AI data center buyers can significantly impact supply and prices.
The report says the issue is not a lack of demand but a lack of available supply. Server DRAM prices could rise more than expected in Q3, with memory shortages already affecting smartphone manufacturers’ production plans.
Regarding Moonshot AI’s Kimi K3 model, Meritz sees it as positive for AI hardware demand rather than a threat. Unlike DeepSeek, which claimed to achieve strong performance with very low training costs, Kimi K3 still requires large amounts of high-end computing power. The cost per task is also similar to other advanced AI models.
Meritz argues that fears of “AI efficiency reducing chip demand” are based on two misconceptions:
AI investment is no longer limited to big tech companies; smaller AI cloud providers and companies are also investing heavily.
Chinese AI companies are not necessarily using Chinese chips; many AI services still rely on US semiconductor hardware.
Their conclusion: AI software competition may actually increase demand for AI infrastructure, benefiting semiconductor and memory companies in the medium term.

The idea is to move toward a more flexible “everything is allowed unless forbidden” system, especially for AI, semiconductors, and new technologies. They argue that companies like Google, NVIDIA, Tesla, OpenAI and others grew in an environment that allowed faster innovation.
They also highlighted the need to improve labor flexibility, infrastructure, and government support. Korea already has world-class companies, but the next challenge is moving from “Made in Korea” to “Innovated in Korea.”

Choi Tae-won, chairman of SK Group and the Korea Chamber of Commerce and Industry, warned that global memory semiconductor demand could surge by more than 50% in 2027, while supply growth is expected to remain limited.
He believes the industry needs a massive expansion of production capacity, including building semiconductor fabs in the United States. However, he also highlighted major bottlenecks: securing enough electricity, industrial water supplies, and infrastructure for Korea’s next-generation semiconductor clusters.
The semiconductor race is no longer just about technology it’s becoming a question of energy, infrastructure, and national strategy.

PS: If South Korea is listening: forcing leveraged ETFs to be held for a minimum period could immediately reduce a lot of the market “short-circuit” behavior caused by ultra-short-term speculation. You might thank me later 😉

SK Hynix’s ADR listing could be a positive move for raising capital and increasing global visibility. However, it may also bring higher volatility and give U.S. investors greater influence over the price discovery of one of South Korea’s largest companies.
The combination of ADR trading, leveraged single-stock ETFs, options, and hedge fund strategies could create stronger feedback loops between Wall Street and the Korean market.
In short: more access to global capital, but also more exposure to external market forces.

U.S. lawmakers are pushing to block Chinese memory chips (YMTC, CXMT) from American companies and instead strengthen semiconductor cooperation with allies like South Korea, Japan, and the EU.
A bipartisan group in Congress argues that buying Chinese memory chips indirectly supports China’s military and threatens Western supply chains. They’ve urged the Commerce Department to tighten sanctions, add CXMT to the Entity List, and ban the use of Chinese DRAM and HBM in AI systems, data centers, and critical infrastructure.
If these proposals become U.S. policy, the biggest winners would likely be Samsung Electronics and SK hynix, which already dominate the global memory market. The move could further reduce opportunities for Chinese memory makers while reinforcing the position of South Korean suppliers with major U.S. tech companies like Apple, Dell, and HP.