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2026-11-04 07:36:25
[A Democratic sweep of the midterm elections could intensify scrutiny of AI and data centers, while Republican control would benefit the chip supply chain] (1) For Asian investors, a Democratic sweep of the midterm elections could intensify scrutiny of data center spending, electricity costs, and AI regulation, putting greater pressure on countries like South Korea. (2) Currently, investors are beginning to question whether the chip industry's boom can be sustained. (3) If the Republicans continue to control Congress, it would be a clearer outcome for existing AI investment themes, benefiting TSMC, Samsung, SK Hynix, and other suppliers linked to US infrastructure spending. (4) The biggest risk for investors is that this election could become another catalyst for funds to withdraw from this already overcrowded investment theme (de-risking).
