Taiwan vs Korea semiconductors
TSMC · Samsung Electronics — 0.54, ranging +0.23 to +0.76 year by year
1-year rolling correlation · green together, red apartas of 2026-09-11
- +0.54normally
- +0.50in crashes
- +0.23 ~ +0.761-year range
- 1.3positions if held 50/50
Nothing surprising, and that is the answer
They correlate 0.54, and +0.50 in crashes — not much of a change.
The one-year correlation does range +0.23 to +0.76, so the curve tells you more than the average.
Try it on your own portfolio
Opens with these two already entered. Add what you hold and the vs the rest and New columns answer whether to add one more.
Open with TSMC · Samsung ElectronicsWeekly returns, 593 weeks since 2015, every price converted to USD. “Crashes” means the 5% of weeks TSMC fell hardest. One sample, one window — not a promise about the future.