Foreigners Sell 4% of South Korea's Market, Four Times Taiwan's

South Korea's market: South Korea's market refers here to the country's listed equity market, including the KOSPI and KOSDAQ exchanges. Foreign investors have been reducing their Korean stock holdings amid concerns about semiconductor-sector valuations, Chinese competition, a stronger won, and cautious sentiment toward AI-related investments. Foreign flows: Foreign investors' selling of South Korean equities has been substantially heavier relative to market size than their selling in Taiwan, indicating stronger pressure on Korean stocks. Sector pressure: Selling has been concentrated in major semiconductor shares, while concerns about Chinese semiconductor competition and the sustainability of the semiconductor cycle have weighed on investor sentiment. Regional context: South Korea and Taiwan have both experienced foreign outflows as investors reassess crowded AI-related trades, but Taiwan has remained comparatively more resilient because of its broader exposure to the AI supply chain.