Korean chip stocks will win no matter who survives the AI giants' 'deathmatch': KB Financial Group

Peter Kim, global investment strategist at KB Financial Group, says from a valuations and fundamentals perspective, we are "not even halfway through" the rally in South Korea's semiconductor and memory giants Samsung and SK Hynix. He also discusses the net-selling of the KOSPI index by foreign institutional investors, and the potential risks of labor unions action in the two companies.