Lates News

Samsung Electronics and SK Hynix both plunged in early trading. Analysts believe that concerns over tighter data center regulation following the U.S. midterm elections sent U.S. semiconductor stocks lower, and investment sentiment toward Korean semiconductor stocks also shrank accordingly. However, some analysts believe the impact on data center investments already underway will be limited. A Kiwoom Securities researcher said: "Considering that there will be no major disruptions to the progress of data center investments already underway, the impact on existing supply contracts and the downward revision of earnings expectations for AI infrastructure stocks will both be limited."