For Asian investors, if the Democratic Party sweeps the election, it may intensify scrutiny of data center spending, electricity costs, and AI regulations, thereby putting more pressure on South Korea and others. And right now, investors are beginning to question whether the chip industry's prosperity will last. If the Republican Party continues to control Congress, it is a more clear outcome for the current AI investment theme, which will benefit TSMC, Samsung, SK Hynix, and other suppliers linked to US infrastructure spending. The biggest risk for investors is that this election could be another catalyst to pull capital out of this already overcrowded investment theme.

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