KOSDAQ's Top 100 Semiconductors Rise 88% to 32 Companies in One Year

According to Yonhapnews, semiconductor and related equipment companies in KOSDAQ's top 100 by market capitalization surged to 32 as of July 14, up from 17 a year earlier, marking an 88% increase. Meanwhile, biotech, pharmaceutical, and medical equipment firms showed little change, with 11, 9, and 8 companies respectively remaining in the top 100.

The shift has contributed to divergent market movements between KOSPI and KOSDAQ. This year through July 16, KOSPI rose while KOSDAQ fell on 32 trading days, accounting for 24% of 132 total trading days—up from 13% across all of 2025. Analysts attribute this to semiconductor giants like Samsung Electronics and SK Hynix dominating investor demand, leaving mid-cap KOSDAQ stocks relatively sidelined.