South Korean chipmakers jump after OpenAI releases GPT-6 Astra
Korean chip stocks rallied in Seoul after OpenAI released GPT-6 Astra on September 3, a model seen as memory intensive and likely to boost demand for high-bandwidth memory. SK Hynix is the most direct equity play on that thesis, and banks estimate more than half of $1.3–1.5 trillion in AI capex planned for 2027 could go to memory. The move came amid deep prior valuation weakness, a combined $41 billion buyback program from SK Hynix and Samsung with about $27 billion remaining, and a flip by foreign investors to net buying in early September.
SK Hynix rally driven by GPT-6 memory demand and buyback support
Context
OpenAI released GPT-6 Astra on September 3. Markets expect higher demand for high-bandwidth memory. That pushed Korean chip stocks higher and could prompt more buybacks or sustained foreign inflows.
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