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SK Securities Says AI and Long-Term Contracts Will Improve Semiconductor Supply-Demand

Chosunbiz · 10/20 23:51 UTC

Semiconductor stocks fell more than 20% in October on concerns about slowing AI demand and expanding supply. SK Securities said the market is pricing in an extreme memory downturn. It said that, given growing AI demand and long-term supply agreements (LTAs), current share prices are attractive.

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