Geopolitics Alpha

South Korea Q3 GDP Surges on AI Chip Boom

Published . Updated .

GEOPOLITICS ALPHASouth Korea Q3 GDP Surges on AIChip BoomGEOPOLITICS ALPHA

This report is about semiconductors and AI and big tech.

Directly affected

  • No company is named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF+2.2% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF+1.8% 30d

    iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.

  • QQQ Invesco QQQ+1.7% 18d

    Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • EWY iShares MSCI South Korea ETF-10.4% 30d

    iShares MSCI South Korea ETF holds stocks listed in South Korea, which this story is about (“south korea”).

  • SKHY SK hynix

    SK hynix (semiconductors and related devices, with business in South Korea): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.

  • MSFT Microsoft+8.4% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • GOOGL Alphabet-6.5% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • AMZN Amazon.com+2.9% 30d

    Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SMHNo price data for this ticker———————
SOXXNo price data for this ticker———————
QQQNo price data for this ticker———————
EWYNo price data for this ticker———————
SKHYNo price data for this ticker———————
MSFTNo price data for this ticker———————
GOOGLNo price data for this ticker———————
AMZNNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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South Korea Q3 GDP Surges on AI Chip Boom Briefs Finance

Source: Briefs Finance

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How solid “South Korea Q3 GDP Surges on AI Chip Boom” looks

12 out of 100

“South Korea Q3 GDP Surges on AI Chip Boom” scores 12 out of 100. The score uses 1 sources.