AI Stock Boom Powers Korean Markets, Sparks Caution

South Korea’s equity market has surged to record highs as investor enthusiasm for artificial-intelligence-related stocks lifts major tech names, mirroring similar moves in Taiwan. Yet the rally has not strengthened the Korean won, which remains weak amid differing currency drivers such as interest-rate differentials and capital flows. Meanwhile, the breakneck gains in flagship companies like Samsung and TSMC have prompted a more cautious reassessment among investors and analysts, with concerns about valuations, profit-taking and the sustainability of AI-driven momentum shaping a more measured market outlook.