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South Korean Finance Minister Lee Hyeong-il said the semiconductor supply-demand gap remains large and supply continues to expand, so the current round of industry growth can continue at least until 2027.
PANews, citing an CNBC interview excerpt published by Coin Bureau, said that Fundstrat co-founder Tom Lee believes cryptocurrencies, semiconductor stocks, and AI cloud computing companies have pulled back to support levels, making their risk-reward profiles more attractive if fundamentals remain solid.
October 15 Before the U.S. stock market opened, multiple chip concept stocks fell, with NVIDIA down 1.9%，AMD down 3.7%。
European chip and artificial intelligence suppliers broadly declined at the market open 3% -7%, ASML,ASM, STMicroelectronics, among others, all declined.
October 12 At the U.S. market open,SK SK Hynix, Micron Technology, SanDisk, and Western Digital shares fell.
October 9, Japanese chip-related stocks weakened: Kioxia fell 4.5%, SoftBank Group fell 5.8%, and Renesas Electronics fell 4.1%。