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EPISODE · Jul 16, 2026

House View Daily | Understanding semis volatility

from UBS On-Air: In the Now

South Korea's equity benchmark has fallen more than 25% since its all-time high in June amid regulatory concerns and investor worries over the durability of the broader semiconductors rally. We retain a constructive view on the industry, but think selectivity is key. Investors should also ensure diversified exposure to AI.

Episode metadata supplied by the publisher feed · Published Jul 16, 2026

What this episode covers

South Korea's equity benchmark has fallen more than 25% since its all-time high in June amid regulatory concerns and investor worries over the durability of the broader semiconductors rally. We retain a constructive view on the industry, but think selectivity is key. Investors should also ensure diversified exposure to AI.

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House View Daily | Understanding semis volatility

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This episode was published on July 16, 2026.

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South Korea's equity benchmark has fallen more than 25% since its all-time high in June amid regulatory concerns and investor worries over the durability of the broader semiconductors rally. We retain a constructive view on the industry, but think...

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