AI Chips Drive Record Budget in South Korea

The South Korean government is planning the largest annual budget increase in the country's history for 2027, driven by a rise in tax revenues from higher corporate profits as rapid growth in the artificial intelligence sector boosts semiconductor demand. This is seen as a direct reflection of technology-driven economic growth on public finances. Accelerating global demand for AI applications has increased the need for memory and processor chips. South Korea's leading semiconductor manufacturers have benefited from this demand surge, boosting their profitability. Higher corporate earnings have naturally translated into increased corporate tax revenues, expanding the government's fiscal maneuvering room. Officials anticipate channeling these additional resources into infrastructure investments, social programs, and technology support in the coming period. The size of the budget increase will depend on the country's economic growth rate and the sustainability of the semiconductor sector's performance. Experts note that AI-driven chip demand is likely to remain strong in the medium term, but global economic fluctuations and technology cycles could affect these projections. South Korea's budget planning requires a flexible approach, closely monitoring these sector dynamics. This is not investment advice.

📊 KOSPI — Piyasa Yorumu

▲ up · 60%

The news of a record budget for artificial intelligence chips could positively impact technology stocks and support the KOSPI. Technically, the price is above the 20-day and 50-day moving averages, and the MACD is positive above the signal line, supporting a short-term upward trend. With an RSI of 55, it is not in overbought territory, leaving room for upward movement. However, the 0.6% decline over the last 24 hours and overall market caution may limit the impact. Therefore, the direction is upward, but confidence is moderate.

RSI 14

55.1

MACD

0.43

24h Δ

-0.60%

📊 NVDA — Piyasa Yorumu

▲ up · 60%

The news points to robust demand for AI chips, presenting a favorable sector outlook for NVDA. Technically, the stock has risen 4.8% in the last 24 hours, with the RSI at 54.5, indicating a neutral zone with no overbought signals. Although the MACD line remains below the signal line, the price is just under the SMA20 and above the SMA50, suggesting potential for short-term recovery. However, resistance at the SMA20 level of 222.27 must be overcome; otherwise, upside may remain limited. A short-term upward move is possible, but caution is advised.

RSI 14

54.5

MACD

0.65

24h Δ

4.79%

📊 AMD — Piyasa Yorumu

■ neutral · 55%

Although the news points to strong demand for AI chips, it is not a direct catalyst for AMD. Technical indicators are mixed: RSI is neutral at 47, while MACD is negative and below the signal line, indicating short-term weakness. The price is just below the 20-day and 50-day moving averages, which could create resistance. The 2.26% decline over the last 24 hours suggests that selling pressure may continue. Therefore, the positive impact of the news is offset by uncertainty in the technical outlook.

RSI 14

47.3

MACD

-1.69

24h Δ

-2.26%

📊 TSM — Piyasa Yorumu

▼ down · 60%

Although the news points to a favorable environment for AI chips, TSM's short-term technical outlook is weak. The price is below the 20-day and 50-day moving averages, and the RSI is around 40, indicating sustained selling pressure. The MACD is in negative territory and below the signal line, confirming downward momentum. While the news is positive for the sector in the long term, it does not appear sufficient to support the price in the short term. Therefore, the likelihood of the downtrend continuing over a 1-3 day horizon is high.

RSI 14

39.9

MACD

-0.93

24h Δ

-0.82%

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AI Chips Drive Record Budget in South Korea

📊 KOSPI — Piyasa Yorumu

📊 NVDA — Piyasa Yorumu

📊 AMD — Piyasa Yorumu

📊 TSM — Piyasa Yorumu

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