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Today's Briefing
KR Edition · KST 07:40 · Jul 21, 2026

US edges up overnight; KOSPI semis in focus today

  • US majors closed slightly higher — easing yields helped tech.
  • TSMC's raised guidance improved sentiment across the semis chain.
  • Korea today: watch whether foreign net-buying persists and the won/dollar rate.
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Latest AI Articles
SemisBullish 72

TSMC raises Q2 guidance on sustained AI demand

  • TSMC guided Q2 revenue to the top end of estimates.
  • Advanced packaging (CoWoS) orders for AI accelerators keep rising.
  • Capex plan kept within the prior range.

Signals easing back-end bottlenecks in the AI cycle — supportive across the semis value chain.

Published Today 07:10Source: 공식 IR 자료
MacroBearish 41

FOMC minutes: most members favor caution on cuts

  • Most members flagged the risk of reaccelerating inflation.
  • They preferred caution on cuts pending more data.
  • The labor market was seen cooling gradually.

Rate-cut timing may slip, which can lift volatility in rate-sensitive sectors.

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