According to reports, after the US midterm elections, South Korea's Ministry of Planning and Finance held discussions with semiconductor experts to examine related industry trends and future demand prospects against the backdrop of heightened concerns surrounding AI data center regulation and leading to stock market shocks. According to the participants' comprehensive assessment, considering factors such as the progress and future plans of large-scale investment by major AI companies, as well as the expansion of semiconductor demand due to the spread of intelligent AI, medium- to long-term growth expectations for the AI and semiconductor industry are still valid. According to their findings, despite some concerns in the financial market, no clear signs leading to AI investment or a contraction in semiconductor demand have been detected. Furthermore, considering factors such as the expansion of long-term supply contracts with Korean domestic semiconductor companies, it is expected that the demand base will remain stable in the short term.

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