Matthews Korea ETF (MKOR.ETF) — market event timeline
NashNova tracks 12 market events mentioning Matthews Korea ETF (MKOR.ETF) between 2026-06-04 and 2026-06-16, each with a dated one-line analysis of how the event relates to the asset.
- Hang Seng China Index Down Nearly 8% YTD as AI Funds Rotate to Taiwan and Korea Chip Stocks
AI capital is rotating toward Korean chip stocks. Korea Composite Index earnings forecasts have been revised up 246% YoY, making it a key beneficiary.
- South Korea Launches Super Innovation Economy Plan, Betting Big on Next-Gen Power Semiconductors
South Korea's national-level semiconductor industrial policy directly benefits the broader Korean industry chain, making EWY the most direct trading vehicle for the Korean market.
- Two Major Japanese Suppliers Halt Production, Tungsten Hexafluoride Prices Surge, Chinese Manufacturers May Benefit
South Korea is the world's largest WF6 market with Samsung and SK Hynix concentrated there; supply chain disruptions transmit to the Korean semiconductor sector
- Aletheia Capital Raises Micron Target Price to $1,600
SK Hynix has no U.S.-listed stock; EWY serves as a proxy. Upward revisions to memory price expectations benefit heavyweight Korean semiconductor stocks.
- SemiAnalysis: SMIC 7nm and CXMT Memory Found in Huawei Kirin 9030
CXMT's entry into the flagship DRAM supply chain poses potential substitution risk to Samsung/SK Hynix mobile memory share, transmitting impact to Korean semiconductor heavyweights.
- Tesla's U.S. LFP Supply Chain Scale Still Dwarfed by Chinese Giants
LG Energy Solution, Samsung SDI, and SK On are all listed in South Korea; EWY serves as the most direct tradable proxy.
- CXMT and YMTC Push Forward IPOs, Targeting AI Memory Market
Samsung Electronics and SK Hynix together hold over 60% of the global memory market; China's memory capacity expansion poses competitive pressure on the Korean memory supply chain.
- SK Hynix Rarely Raises Equipment Procurement Prices, Supplier Price Hikes of 3%-4%
SK Hynix is a top holding in EWY; the cost impact from equipment price hikes can be traded through this ETF.
- NVIDIA Rubin Ramping Up: Cloud Giants Lock In All Memory Supply Through 2027 via Long-Term Agreements
SK Hynix and Samsung Electronics are core holdings in Korean equities; the memory upcycle directly transmits to the Korean market.
- Bernstein: Vera Rubin NVL72 Rack Cost Reaches $9.1 Million
SK Hynix has no U.S.-listed stock; EWY serves as a proxy. The significant HBM4 price increase is positive for Korean semiconductor heavyweight stocks.
- Jensen Huang: Robotics Will Be Korea's Next Core Industry
SK Hynix and Samsung Electronics are both major Korean-listed stocks. Huang's visit repositions South Korea as a physical AI manufacturing hub, with positive spillover to Korea's tech heavyweights.
- Bernstein: Memory Prices Set for Peak Gains in Q2, but Q3 Will See a Notable Slowdown
Samsung Electronics and SK Hynix together account for over 20% of EWY's weighting. The better-than-expected Q2 memory price increases are directly transmitted to this ETF.
For research and information only — not investment advice.