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AI Value Chain Reshapes Kospi Top 10 as Samsung Electro-Mechanics Enters

Published: 5/14/2026 · Source: mk.co.kr

TL;DR: As the AI era changes the industrial landscape, Kospi’s market-cap top 10 is being reorganized around AI value-chain stocks, with Samsung Biologics out and Samsung Electro-Mechanics in.

The arrival of the artificial intelligence era is changing the industrial landscape and altering the composition of Kospi’s top 10 companies by market capitalization. According to mk.co.kr, Samsung Biologics has dropped out of the Kospi top 10, while Samsung Electro-Mechanics has entered. With large-cap leaders increasingly filled by companies tied to the AI value chain, the stock market’s center of gravity is moving toward AI-related industries. The shift in market-cap rankings among major group affiliates shows how AI is influencing valuations in key sectors such as semiconductors and electronic components. Investors are watching the Kospi large-cap lineup reorganize around the AI value chain. Source: mk.co.kr

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