KOREA ETF EWY: 287% GAIN FOR ARORA MEMBERS — MEMORY FOR AI IS THE DRIVER
By Nigam Arora
EWY is long from $48.60. It is trading at $188.28 (as of this writing, when published for Arora Members on June 11th). This represents a gain of 287% for Arora members.
Memory Is The Driver
The primary driver of Korea right now is semiconductor memory.
Two Korean companies, SK Hynix (HXSCL) and Samsung Electronics (SSNLF) are two of the three largest semiconductor memory manufacturers in the world. Korea has become highly leveraged to the global artificial intelligence buildout because AI infrastructure requires massive amounts of high bandwidth memory, DRAM, and NAND flash storage.
The Arora Report analysis shows semiconductor memory continues to be in severe shortage right now, and the shortage is likely to persist through at least the first half of 2027.… Please click here or the title below to read more.