Samsung Electronics fell by a percentage, with Wall Street funds moving to TSMC.10% drop, funds shifting to TSMC.
Samsung Electronics' stock price dropped more than a percentage in a single day, with some major foreign investors reportedly reducing their stakes in the Samsung group by a percentage and shifting their focus to TSMC. TSMC has set a record for the highest monthly revenue ever in the month of . The financial authorities are reviewing responses to semiconductor concentration and the risks associated with leveraged ETFs.2026-07-13The stock price of Samsung Electronics dropped more than a percentage in a single day. On the same day, the stock price fell back to the won range.10% drop.60The movement of major foreign investors reducing their stakes in Samsung-related holdings by a percentage and moving funds to TSMC and others is observed as a signal of changing portfolio concentration.6TSMC in Taiwan announced that it has once again set a record for the highest monthly revenue in the month of . The strong performance in the month is reported to be related to global foundry demand.
/blog-images/gen-70737310-5412-4671-b0b5-ee51682679ba.jpg% drop, with Wall Street funds shifting to TSMC.
Samsung Electronics' stock price fell by a percentage in a single day.2026-07-13On the same day, the stock price fell back to the won range.10% drop.6,000The stock price of Samsung Electronics has dropped more than a percentage in a single day.
The movement of major foreign investors reducing their stakes in Samsung by a percentage and moving funds to TSMC is observed as a signal of changing portfolio concentration. 60Major foreign investors have been observed to be reducing their stakes in Samsung-related holdings by a percentage and moving funds to TSMC.
Taiwan's TSMC announced that it has once again set the highest monthly revenue record in the month of .6The strong performance in the month is reported to be related to global foundry demand. 6% drop.
Some industry analysts have suggested that U.S. export regulations have actually accelerated China's semiconductor chase. This analysis aligns with the notion that Samsung Electronics should move away from its existing chasing model.
Mirae Asset Life Insurance has added a Korea-U.S.-China semiconductor ETF to its variable fund lineup, expanding its product offerings. It has been confirmed that the exposure to related products is increasing.3
Financial authorities are reportedly coordinating measures due to concerns over market distortions from semiconductor concentration and leveraged ETFs. The discussions among authorities are said to include regulations on leveraged products and strengthening disclosures.