According to Jin10, Samsung Electronics and SK hynix plunged in tandem in early trading. Analysts said concerns about tighter data center regulation after the U.S. midterm elections weighed on U.S. semiconductor stocks and weakened sentiment toward Korean semiconductor shares, while other analysts said the impact on data center investments already underway would be limited. A Kiwoom Securities researcher said the progress of those investments was unlikely to suffer major setbacks, limiting the impact on existing supply contracts and earnings expectations for AI infrastructure stocks.