Samsung Electronics and SK Hynix fell sharply in early trade as investors worried that tighter US regulation of data centers and AI infrastructure after the US midterm elections could pressure semiconductor shares and weigh on sentiment toward Korean

2026-11-05

Samsung Electronics and SK Hynix fell sharply in early trade as investors worried that tighter US regulation of data centers and AI infrastructure after the US midterm elections could pressure semiconductor shares and weigh on sentiment toward Korean chip names. Kiwoom Securities said the impact on data‑center projects already under way, existing supply contracts and downward revisions to earnings expectations for AI‑infrastructure suppliers would likely be limited.