South Korea’s KOSPI rose 308.18 points, or 4.61%, to 6,995.39 on September 7, its highest close in more than five weeks and just below 7,000, as AI-related demand lifted Samsung Electronics and SK Hynix. TrendForce reported second-quarter 2026 global DRAM revenue of $154.73 billion, up 59.5% sequentially, and forecast prices would rise 13% to 18% in the third quarter amid constrained supply. The semiconductor rally contrasted with weaker retail-market indicators: investor deposits fell to 93.5499 trillion won, margin loans rose for a fourth consecutive session to 33.5958 trillion won and forced liquidations increased, while FnGuide’s consensus for third-quarter securities-sector operating profit fell 14.96% over the past month to 2.1862 trillion won.