大涨！再创新高

Group 1: Market Performance - The KOSPI index in South Korea reached a historical high, rising by 2.4% on October 2, 2023 [2][3] - The KOSPI index opened at 3525.48 and peaked at 3538.71, closing at 3536.88, which is an increase of 81.05 points or 2.35% from the previous close [3] - Major stocks like Samsung Electronics and SK Hynix saw significant price increases, with Samsung's stock rising over 4% and SK Hynix increasing by over 10%, marking its largest intraday gain since April [4][5] Group 2: Semiconductor Industry Developments - OpenAI has signed a preliminary agreement with Samsung Electronics and SK Hynix to supply chips for its Stargate project, which is part of a larger data center initiative [6][7] - The agreement anticipates a demand of 900,000 semiconductor wafers per month from OpenAI, which is more than double the current global capacity for high-bandwidth memory (HBM) [7] - The collaboration extends beyond chip supply, involving other Samsung subsidiaries in exploring future technologies, including floating data centers and data center design [7] Group 3: Export and Economic Indicators - South Korea's exports in September reached $65.95 billion, marking a year-on-year increase of 12.7%, the highest in three and a half years, driven primarily by strong semiconductor demand [10][11] - Semiconductor exports alone grew by 22% in September, totaling $16.6 billion, continuing a trend of record-high exports for two consecutive months [11] - The trade surplus for September was $5.64 billion, with imports declining by 8.2% to $56.4 billion [11] Group 4: Inflation Trends - Consumer prices in South Korea rose by 2.1% year-on-year in September, up from 1.7% in August, slightly exceeding economists' expectations [14][15] - The core inflation rate, excluding volatile food and energy prices, increased from 1.3% in August to 2% in September, indicating a return to the Bank of Korea's inflation target [15]