Paradoxul Coreei de Sud: cererea de cipuri crește vertiginos, acțiunile se prăbușesc. Investitorii pun sub semnul întrebării ciclul investițional în AI - Economica.net

A significant sell-off has hit South Korea's Kospi index, dropping about 34% this month, prompting protective measures and concerns about the AI investment cycle's sustainability. Major semiconductor companies like Samsung and SK Hynix have seen substantial stock declines, raising investor caution. The situation reflects local market dynamics but also resonates globally, as investors differentiate between companies effectively monetizing AI investments and those with uncertain returns. While Samsung reports strong operational profits, its reliance on the semiconductor sector raises questions about long-term viability. The broader market sentiment is shifting, indicating a potential reevaluation of AI investment expectations.