Retirees Are Using EWY’s 40% Surge to Bet on South Korea’s AI Chip Recovery

Quick Read iShares MSCI South Korea ETF (EWY) has returned 37% year-to-date through March 2026, driven by global AI infrastructure buildout reigniting demand for advanced memory chips. Samsung Electronics and SK Hynix dominate the fund’s portfolio and benefit from high-bandwidth memory used in AI systems, though the dividend yield remains modest at 0.4% compared to 10-year Treasury yields of 4.15%. South Korea’s position at the center of the global memory chip supply chain is amplifying gains from AI-d ...