US stocks are responding differently, with semiconductor equipment stocks rising. Applied Materials (AMAT.US) rose nearly 10% to hit a new all-time high.

According to the Securities Times APP, on Monday, semiconductor equipment stocks in the US rose, with Applied Materials (AMAT.US) rising nearly 10% to a record high, with a gain of over 50% this month; KLA Corporation (KLAC.US) rose over 7%, and Lam Research Group (LRCX.US) rose nearly 6%. On the news side, the South Korean government announced on Monday the country's largest semiconductor and artificial intelligence industry investment plan to date. South Korean President Lee Zaibing presided over the "Three Super Projects" press conference, announcing plans to invest about 80 trillion won in the construction of four chip factories in the southwest, with Samsung Electronics and others building two each, with the goal of doubling DRAM production capacity in five years. Huge capital expenditures will inevitably involve purchasing equipment to set up production lines. Whether it is the "front-end equipment" for manufacturing wafers or the "back-end equipment" that affects the performance of AI chips, global top equipment manufacturers will directly benefit from this wave of expansion.