[Feature Stock] SK Hynix, retail investors net purchase of 946.4 billion won in one week… Semiconductor top pick amid KOSPI record rally

SK Hynix becomes the targeted stock for individual investors amid KOSPI’s record highs.

According to data from the Korea Exchange, individual investors net bought 4.5981 trillion won in the KOSPI market from the 4th to the 8th of this month. Among them, SK Hynix had the largest net purchase volume, reaching 946.4 billion won. During the same period, foreign investors net sold 5.9736 trillion won, but individual investors absorbed the selling mainly in large-cap semiconductor stocks, playing a defensive role for the index.

Individual buying funds are concentrated in SK Hynix, which is interpreted as reflecting expectations for further rises in KOSPI and optimism about the improvement of the memory industry’s outlook. This is because, with the expansion of the AI industry, demand for high-performance memory semiconductors is increasing, and Samsung Electronics and SK Hynix continue to maintain supply regulation policies, strengthening expectations for price and profit improvements.

Previously, KOSPI was suppressed to around 2,300 points at the end of 2024 due to political turmoil, but thanks to the pro-stock market policies of the current government and the expansion of global AI investments, it has continued a strong rebound since 2025. The government’s expansion of the ISA, capital gains tax incentives, the recovery of the U.S. economy, and the won’s depreciation boosting export stock performance expectations are also seen as background factors for the market’s strength.

The securities industry has also raised its target for KOSPI. Dashin Securities raised the annual target from 7,500 to 8,800 points, while NH Investment & Securities proposed 9,000 points. Goldman Sachs also raised its target to 9,000 points and is paying attention to the possibility of sustained high profits in the memory industry. Citigroup has set a target of 8,500 points.

Based on these expectations, besides SK Hynix, individual investors also net bought 859.5 billion won in Samsung Electronics preferred shares, 651.5 billion won in SK Square, and 176.2 billion won in Samsung Electronics. It is clear that their overall preference for the semiconductor industry is very strong.

Currently, SK Hynix’s stock price is 1.69M won, up 32k won (1.93%) from the previous trading day.