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Samsung earnings, SK hynix ADR listing to test Kospi rally this week

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·Investors seek fresh clues on AI demand as concerns grow over sustainability of semiconductor upcycle After a volatile stretch, South Korea's stock market is bracing for two major chipmaker events that could determine its near-term direction: Samsung Electronics' preliminary second-quarter earnings and SK hynix's American depositary receipts listing in the US.

·Samsung Electronics is widely expected to post record-high earnings on Tuesday, buoyed by the artificial intelligence-driven chip boom.

·The market consensus calls for revenue of about 170 trillion won ($111 billion) and operating profit of around 86 trillion won, while some brokerage firms expect the figure to top 90 trillion won.

·Yet the earnings report comes at a time of heightened scrutiny for chipmakers, as the narrative of a prolonged semiconductor upcycle has come under pressure.

·Investors have begun to question whether major technology companies will maintain their aggressive AI-related spending, raising concerns that the industry's rapid growth may moderate.