Awaiting US midterm results, Korea's KOSPI reversed early gains and fell about 2.5%, with Samsung Electronics down roughly 3% and SK Hynix off about 4.5% as AI-related names retreated. Asian AI infrastructure firms remain highly dependent on US-led A

2026-11-04

Awaiting US midterm results, Korea's KOSPI reversed early gains and fell about 2.5%, with Samsung Electronics down roughly 3% and SK Hynix off about 4.5% as AI-related names retreated. Asian AI infrastructure firms remain highly dependent on US-led AI investment; iM Securities analyst Yang Hyun-kyung said if Democrats control both chambers, calls for tougher AI regulation could rise, creating uncertainty around data-center expansion timetables.