Why Is the South Korean Won Weak Despite the AI-Driven Stock Surge?

The global artificial intelligence boom has boosted demand for chips from South Korean tech giants such as SK Hynix and Samsung Electronics, helping the country's Kospi stock index rise more than 150% over the past year. However, even though the Kospi has outperformed all other major global stock markets, the South Korean won remains one of Asia's weakest currencies. This indicates that while the AI-driven export boom supports stocks, it has not strengthened the currency to the same extent. The won's weakness is linked to factors such as South Korea's export-dependent economy and global trade imbalances. Investors assess that despite the strong performance in the stock market, the currency's weakness could provide a competitive advantage for exporters but may increase import costs. This situation could also influence the monetary policy decisions of the Bank of Korea. This is not investment advice.

📊 KOSPI — Piyasa Yorumu

■ neutral · 60%

Although KOSPI fell 2.45% in the last session, its RSI of 56 indicates neither overbought nor oversold conditions. The MACD remains negative but is approaching the signal line, which could signal weak bullish momentum. The news headline highlights the won's weakness despite an AI-driven stock surge; while this benefits exporters, it may undermine overall market confidence. In the short term, the index is expected to fluctuate between the 20-day SMA (1142) and the 50-day SMA (1180). Therefore, it is difficult to determine a clear direction, and the market may follow a cautious trajectory.

RSI 14

56.2

MACD

-14.07

24h Δ

-2.45%

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