Today'sInfra
U.S. Data Center Rules Rattle Chip Stocks
- After U.S. midterm elections, data center regulation worries drove sharp declines in South Korean and U.S. chip stocks.
- The Philadelphia Semiconductor Index rebounded 4.21%, while South Korea’s market narrowed its intraday loss by more than 2 percentage points from its low.
- Industry figures see limited supply chain damage; 2028–2029 orders for key AI chips, including HBM, are effectively sold out.
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