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Wire · operational-macro

US yield surge rattles Korea stocks as KOSPI dips, KOSDAQ rebounds

Published

29 September 2026

Topic

operational-macro

◆ Sectors

Semiconductors

◆ Geography

South Korea

◆ Source

Read at biz.chosun.com →

◆ Verified

Fusion42 · 29 September 2026 · Fusion42 review

US government bond yields surged above 5.2%, the highest since 2007, causing foreign and institutional investors to sell South Korean stocks, leading to a dip in KOSPI while bargain hunting in semiconductor stocks supported a rebound in KOSDAQ.

This Wire brief sits within Fusion42's coverage of Semiconductors.

◆ ◆ The Wire takeaway

A sharp rise in US bond yields is shaking Korean equities and shifting investor interest towards semiconductors. You should prepare for volatility in foreign capital flows affecting tech stocks and plan liquidity accordingly.

◆ Coverage

1 source · 29 Sep 2026

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◆ Topics

Semiconductorsus-bond-yieldskorean-stock-marketsemiconductor-bargain-huntingforeign-investmentmarket-volatility