Chris Wood has recently increased exposure to South Korean chipmakers , with the clearest names mentioned being SK Hynix and Samsung Electronics. The reporting says he trimmed some Indian equities to fund that shift into Korea’s semiconductor trade.

Quick Scoop

  • SK Hynix — cited as one of the main Korean stocks he is adding to.
  • Samsung Electronics — also named in the same recent allocation move.

What the market is saying

The broader context is a renewed focus on Korea’s chip cycle, with investors watching AI-related demand and memory pricing closely. That’s why these two names keep coming up in the latest coverage of Chris Wood’s positioning.

Bottom line

If you’re tracking which Korean stocks Chris Wood invested in recently , the public reporting points to SK Hynix and Samsung Electronics.