KOSPI Surges Over 3.5% Led by Chip and Tech Rally at Midday

Korean equities are trading sharply higher at midday, with the benchmark KOSPI surging 3.51% to 6,921.69, while the tech-heavy KOSDAQ rose 1.12% to 822.62. The foreign exchange rate remains stable at 1,349.84 USD/KRW. The market sentiment is strongly bullish, fueled by a rebound in global semiconductor stocks and positive momentum in the technology and robotics sectors.

SK hynix (000660) +6.44%

SK hynix shares jumped 6.44% during midday trading, driven by a strong rally in US semiconductor stocks and a general recovery in global memory chipmakers, which helped its ADR price recover to the $170 level [1], [4]. Investors are also highly focused on major upcoming events, including the D-Day for Solidigm's double-listing and six other key market events [3], [5]. However, the stock faced some headwinds as Citi recently lowered its target price for SK hynix, citing concerns over foreign exchange burdens [2], [6].

Sky Labs Inc. (386380) +30.00%

Newly listed Sky Labs Inc. surged by its daily limit of 30.00% on KOSDAQ. The medical device manufacturer attracted massive investor interest on its debut day, driven by its specialized ring-type blood pressure monitor technology [7], [8], [9], [10]. Although the stock experienced a 16% decline on its second day of trading [11], the specific reasons for that subsequent drop remain unconfirmed from the available headlines [11], [12].

SKSQUARE (402340) +7.01%

SK Square rose 7.01% at midday, moving closely in tandem with SK hynix. While previous gains were driven by the global AI boom, the stock recently suffered sharp corrections due to profitability concerns at SK hynix [13], [16]. Additionally, intensifying competition in the High Bandwidth Memory (HBM) market led to target price downgrades by brokerages [14]. Other specific factors behind today's rebound remain unconfirmed [15].

LGELECTRONICS (066570) +6.70%

LG Electronics surged 6.70% amid strong buying interest. The primary catalysts are high expectations for upcoming robot parts orders [17], [19] and news that Bear Robotics, in which LG Electronics is a major investor, is pushing forward with a pre-IPO [21], [22]. Other specific drivers for today's sharp upward movement remain unconfirmed [18], [20].

DOOSAN ENERBILITY (034020) +9.97%

Doosan Enerbility climbed 9.97%, reclaiming the 80,000 won level during intraday trading [28]. The stock's upward momentum is supported by persistent expectations for new orders in nuclear power plants and small modular reactors (SMR) [27]. While analysts point to three key variables affecting the stock's future trajectory [23], the exact details of these variables and other specific drivers for today's rise remain unconfirmed [24], [25], [26].

Sources

1. SK하이닉스 ADR 상장 시초가 '170달러' 회복…메모리 반도체 기업 강세 — 연합인포맥스 · 2026-09-04
2. 씨티, 환율 부담 반영해 SK하이닉스·삼성전자 목표주가 하향 — 연합뉴스 · 2026-09-03
3. 다시 꿈틀대는 SK하이닉스 주가…향후 핵심 이벤트 6가지 — 한국경제 · 2026-09-04
4. SK하이닉스 주가 장중 5%대 올라, 미국 반도체주 훈풍에 삼성전자도 강세 — 비즈니스포스트 · 2026-09-07
5. SK하이닉스 '솔리다임 중복상장' D-Day … 주가 향방에 '촉각' — 뉴데일리 · 2026-09-04
6. “환율 부담 반영”…씨티, 삼성전자·SK하이닉스 목표주가 하향 - 조선비즈 — Chosunbiz · 2026-09-03
7. [주식] 스카이랩스, 코스닥 입성 첫 날 135% '급등' — 히트뉴스 · 2026-09-04
8. [특징주] '반지 혈압계' 스카이랩스, 코스닥 상장 첫날 16%대 '상승' — 글로벌이코노믹 · 2026-09-04
9. [ET특징주] '반지형 혈압계' 스카이랩스, 코스닥 입성 첫날 140%↑ — etnews.com · 2026-09-04
10. 스카이랩스, 오늘 코스닥 입성…오전 주가 강세 — 데일리메디 · 2026-09-04
11. [속보] 스카이랩스, 코스닥 상장 주가 16%↓…의료용 기기 제조업체 — CBC뉴스 · 2026-09-05
12. 스카이랩스 주가, 급등세... 이유는? — 금강일보 · 2026-09-04
13. 210만원→100만원대…닉스·SK스퀘어 주가, 폭등 뒤 폭락 ‘한몸’ — v.daum.net · 2026-09-06
14. HBM 경쟁 격화, SK스퀘어 주가 급락…증권가 목표가 줄하향 — 내외뉴스통신 · 2026-09-07
15. SK스퀘어 주가, 9월 4일 장중 1,006,000원 2.55% 상승 — 중앙이코노미뉴스 · 2026-09-04
16. ‘AI 열풍’에 200만원 넘던 SK스퀘어, 하이닉스 수익성 우려에 ‘반토막’ — nbn 시사경제 · 2026-09-07
17. 로봇 부품 수주 기대감…LG전자, 9%대 '불기둥' — v.daum.net · 2026-09-07
18. LG전자 주가, 9월 4일 장중 201,500원 0.90% 상승 — 톱스타뉴스 · 2026-09-04
19. [ET특징주] LG전자, 로봇 부품 수주 기대감… 주가 8%↑ — etnews.com · 2026-09-07
20. LG전자 주가, 급등세... 왜? — 금강일보 · 2026-09-07
21. LG전자, 장 초반 11%대 급등…베어로보틱스 기대감 - 머니투데이 — 머니투데이 · 2026-09-07
22. [특징주] LG전자, 베어로보틱스 프리IPO 추진 소식.. 10%대 '급등' — 글로벌이코노믹 · 2026-09-07
23. 두산에너빌리티 주가 둘러싼 '세가지 변수' [B급기자의 B급리포트] — v.daum.net · 2026-09-04
24. 두산에너빌리티 주가, 9월 4일 장중 79,400원 0.25% 상승 — 톱스타뉴스 · 2026-09-04
25. 두산에너빌리티 주가 장중 강보합…8만원선 놓고 공방 — CBC뉴스 · 2026-09-04
26. 두산에너빌리티 주가 상승 중 — 아시아뉴스통신 · 2026-09-07
27. 두산에너빌리티 8만원 돌파 후 숨 고르기…원전·SMR 수주 기대는 ‘여전’ — 잡포스트 · 2026-09-04
28. 두산에너빌리티, 장중 ‘8만빌리티’ 회복…다음장 흐름 주목 — CBC뉴스 · 2026-09-03

This is market commentary, not investment advice.