TMTPOST — Samsung Electronics and SK Hynix shares have experienced a sharp rally that created challenges for certain investment funds bound by single-stock position limits. The surge in the two major South Korean chipmakers has pushed several funds toward their 10% ownership cap per stock. As a result, fund managers including GAM Investment Management and Jupiter Asset Management have started to sell portions of their holdings to remain compliant with internal rules. This situation highlights the risks that come with concentrated positions during strong market rallies in the semiconductor sector. The forced selling may moderate upward momentum in these key stocks even as demand for AI-related memory chips remains robust.