Episode
House View Daily | Understanding semis volatility
- Podcast
- UBS On-Air: House View
- Published
- Jul 16, 2026
- Processing state
not_requested- Canonical source
- https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House_View_Daily__16_July_2026.mp3
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Summary
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.