South Korea’s AI chip boom is so strong it’s crushing the bond market

The AI boom that has made Samsung and SK Hynix trillion-dollar companies and sent the Kospi up roughly 80% is doing something unusual to South Korea’s bond market: destroying it. Korean government bonds have lost 7.5% in 2026 in local-currency terms, the worst performance among 44 sovereign markets tracked by Bloomberg. The benchmark three-year yield has climbed […]

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