Monday, September 21, 2026
We collect and summarize the stories circulating in stock Telegram channels every day.
Today, Samsung Electronics' rise of nearly 5% and the KOSPI's recovery to 7,000 were the most talked about topics. The surge in semiconductor post-processing companies and Thursday's US-China summit talks followed.
Samsung Electronics rose 4.98% and the KOSPI regained 7,000
The KOSPI closed up 1.65% at 7,007.72, marking the first time it ended above 7,000 since September 10th. Samsung Electronics rose 4.98%, surpassing its 60-day moving average, while Samsung C&T rose 4.70%, SK Square rose 4.45%, and Samsung Electro-Mechanics rose 3.0%. SK Hynix rose only 0.6%. Institutions bought 1 trillion 381 billion won, with semiconductor vice presidents leading institutional net buying. Individuals sold 2 trillion 910 billion won, and foreigners sold 129.7 billion won. KOSDAQ rose 1.11% to 836.27, marking its fifth consecutive rise. The USD/KRW exchange rate fell by 2.3 won to 1,381.0 won, the lowest in eight trading days.
The catalyst was exports. According to data released by the Customs Service, exports from September 1st to 20th amounted to $71.4 billion, a 78.3% increase year-on-year and a record high for the same period. Semiconductor exports reached $34.1 billion, a 259.4% increase, accounting for 47.8% of total exports. According to securities firm data, DRAM module exports totaled $8.39 billion, a 247% increase from the previous month. Last Friday's rise in US semiconductor stocks, with SanDisk up 10.99% and Micron up 3.92%, also contributed. Goldman Sachs predicted that unmet demand in 2026 would carry over to 2027, leading to a tighter supply-demand balance next year than this year. Bank of America estimated that DRAM and NAND prices rose by 20% to 30% from the previous quarter and projected the global memory market size at $2 trillion by 2030.
On the other hand, secondary batteries and automobiles declined. LG Energy Solution fell 3.3%, L&F fell 4.0%, POSCO Future M fell 3.4%, Hyundai Motor fell 1.8%, and Kia fell 1.9%. Reports that negotiations for US investment were stalled due to concerns about commercial viability led to declines in nuclear power and shipbuilding, resulting in more KOSPI-listed stocks declining than rising.
Semiconductor post-processing companies rose sharply
Signetics hit the upper limit, while TSMC rose 23.4%, WCI rose 19.6%, Hana Micron rose 16.0%, and SFA Semiconductor rose 15.7%. WCI's recent 162.1 billion won contract for inspection equipment with Samsung Electronics and its mention of a sixth-generation high bandwidth memory wafer tester were cited as reasons. SFA Semiconductor, spun off from Samsung Electronics' Onyang plant, saw an analysis by a securities firm predicting record earnings next year due to increased outsourcing of packaging and testing volumes. This was backed by last week's report that Samsung Electronics increased its outsourcing of DDR5 modules and SSD production, and this weekend's exclusive report that it will double the production of fourth-generation high bandwidth memory next year.
J&T Corporation announced a 347 billion won investment in building a glass substrate plant in Gimcheon. This represents 140% of its equity capital and will be implemented from January 2027 to 2030.
Xi Jinping to visit the US on September 23rd, and the US and China will establish an AI dialogue channel
Yonhap News Agency reported that Xi Jinping will make a state visit to the United States from September 23rd to 25th. The summit meeting is scheduled for Thursday in Korean time. The Financial Times reported that US Treasury Secretary Janet Yellen and Vice Premier He Lifeng met in New York and agreed to establish an official dialogue channel on artificial intelligence. Extension of the tariff and export control relaxation agreement expiring in November, the Iran war, China's tariffs on US LNG, and Boeing aircraft purchases were discussed as agenda items. The United States postponed its announcement of new tariffs related to excess production capacity after the meeting. Meanwhile, CNBC reported that China has reduced exports of rare earth magnets to the United States ahead of the meeting.
Domestic US investment is scheduled for a National Assembly report on Tuesday, but the timing of the memorandum of understanding signing has not yet been determined. Candidates include the 6.3 gigawatt Texas Ensinal gas power plant, up to eight nuclear reactors in the United States and Westinghouse stake investment, and Alaska LNG.
Samhyun wins order for humanoid actuators from North America
Samhyun announced that it has secured an initial mass production order from a global humanoid robot customer and will advance the operation of its automated line at Changwon Plant 2, starting delivery in December. It will supply completed modules with its own brand, not individual components. In China, Tesla's robotics team reportedly visited component factories in Ningbo and other parts of Zhejiang province last week, and several companies are said to have secured orders. The robot theme rose from eleventh to third place in the rankings.
Neo Sapiens soared 235% on its first day of listing
Artificial intelligence voice generation company Neo Sapiens closed at a price 235% higher than its IPO price on its first day of listing on KOSDAQ, with a trading volume of 969.3 billion won. Skylabs, which makes blood pressure measuring devices in the form of wearable devices, hit the upper limit after being named one of Time magazine's top global health tech companies for 2026. Lunite and Neurofit were also included in the same list. Bitcoin's return to $80,000 led Bitplanet to hit its upper limit, while Tomato System hit its upper limit as its US insurance business received final approval.
Other news
미국 원전 회사 테라파워가 시공사 벡텔과 결별하고 현대건설과 협력할 가능성이 있다는 단독 보도가 나왔습니다. 고려아연의 74억 달러 규모 미국 테네시 제련소 프로젝트는 미국 최종 환경영향평가를 통과했습니다. 네이버가 배달 사업을 접고 인공지능 데이터센터에 집중한다는 보도가 있었고, 드러켄밀러는 22일 두산과 두산에너빌리티 경영진 면담을 시작으로 국내 인공지능 기업들을 만납니다.
유가는 사흘 연속 내려 서부텍사스산 원유가 94.33달러, 브렌트유가 102.06달러였습니다. 아람코는 동부 수출항을 통한 선적을 늘리고 있다고 했지만 이란 협상단장은 조건이 이행되기 전에는 호르무즈 해협을 계속 닫겠다고 했고 미국은 이란 안의 자국민에게 즉시 출국을 권고했습니다. 미국 10년물 국채금리는 프랑스 재정 불안으로 4.97%였습니다. 신한투자증권은 월요일 아침 HTS와 MTS 접속 장애가 있었습니다. 한국 증시는 수요일이 연휴 전 마지막 거래일이고 24일과 25일 쉽니다.
미국 종목 쪽에서는 엔비디아가 가장 많이 불렸고 마이크론과 테슬라, TSMC가 뒤를 이었습니다.
이 글 한 편에 들어간 데이터
항목 | 양 |
|---|
수집 채널 | 320개 |
수집 메시지 | 6,615건 (9월 20일 1,431건 · 9월 21일 5,184건) |
그중 밤사이 구간 | 1,045건 |
국내 이슈 키워드 | 2,504종 (9월 21일 집계) |
국내 테마 집계 | 26개 테마 |
미국 테마 집계 | 15개 테마 |
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