Korean Chipmakers See Boost from Meta’s AI Agent Success
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Korean Chipmakers See Boost from Meta's AI Agent Success
- South Korean chipmakers Samsung Electronics Co. and SK Hynix Inc. both saw their shares rise by as much as 3.5% and 3.6% respectively in morning trading on Tuesday, September 22, 2026.
- This surge in Asian AI stocks was driven by the early success of Meta Platforms Inc.'s new personal AI agent, Muse, which climbed to the number one spot among free apps on Apple's U.S. App Store by September 21, 2026.
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South Korean semiconductor stocks experienced a notable uplift on Tuesday, September 22, 2026, fueled by renewed optimism surrounding demand for chips. This surge followed strong performance in AI-related stocks on Wall Street, which was largely attributed to the early success of Meta Platforms Inc.’s new personal artificial intelligence agent, Muse.
Muse, launched approximately two weeks prior, quickly rose to become the most-downloaded free application in the U.S. Apple App Store, even surpassing OpenAI’s ChatGPT. This rapid adoption has invigorated investor confidence in the growth outlook for the AI sector and, by extension, the demand for semiconductors that power such advanced AI agents.
Shares of major South Korean chipmakers, Samsung Electronics Co. and SK Hynix Inc., were among the top beneficiaries. Both companies, key suppliers of high-bandwidth memory (HBM) to global AI chip manufacturers, saw their shares climb significantly in morning trading. Samsung Electronics’ stock was up as much as 3.5%, while SK Hynix’s shares rose by up to 3.6%. The broader South Korean benchmark Kospi Index also reflected this positive sentiment, jumping 1.6%.
The enthusiasm for AI agents like Muse stems from their ability to handle multi-step tasks such as booking appointments, making online purchases, and managing communications, which are expected to generate substantially more inference compute than traditional chatbots. This increased computational demand is anticipated to drive orders for high-end server components and expand the need for server CPUs and DDR5 memory. The positive sentiment extended beyond South Korea, with Taiwan’s stock index hitting an intraday record on the same day.