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Trump-Xi summit looms over Korea’s chip rally | Collector
Trump-Xi summit looms over Korea’s chip rally
The Korea Times

Trump-Xi summit looms over Korea’s chip rally

A high-stakes summit between U.S. President Donald Trump and Chinese President Xi Jinping set for Thursday is putting Korea's semiconductor rally in the spotlight, market watchers said Wednesday. As the leaders of the world's two largest economies prepare to meet in Beijing, investors are closely watching whether the talks, expected to focus heavily on trade and economic issues, could affect Korea's export-driven stock market, particularly semiconductor shares that have powered recent gains. Market attention is centered on whether Washington and Beijing could reach agreements related to rare earth supplies and semiconductor trade restrictions. In recent years, Korean chipmakers have emerged as major beneficiaries of escalating U.S.-China tensions, as global customers increasingly turned to Korean suppliers viewed as less exposed to the trade and technology conflict. Analysts said a possible U.S.-China thaw in semiconductor tensions could undermine some of the advantages Korea's two chip giants — Samsung Electronics and SK hynix — have enjoyed during the prolonged trade dispute. From K

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