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2026-11-05 10:26:27
[Samsung Electronics and SK Hynix both plummeted in early trading as concerns about data center regulations dragged down sentiment in the South Korean semiconductor sector] (1) Samsung Electronics and SK Hynix both plummeted in early trading. (2) Analysts believe that concerns about tightening data center regulations following the US midterm elections led to a decline in US semiconductor stocks, which in turn dampened investor sentiment in South Korean semiconductor stocks. (3) However, some analysts believe that the impact on data center investments already underway will be limited. (4) Kiwoom Securities researchers stated that considering the progress of data center investments already underway is unlikely to encounter major setbacks, the impact on existing supply contracts and the downward revision of earnings expectations for AI infrastructure stocks will be limited.
