Memory Semiconductor Stock Volatility Expands in U.S. and Korean Markets

In the stock markets of Korea and the United States, the share prices of major memory semiconductor companies have recently swung sharply. As investment in AI infrastructure continues to expand, concerns that Big Tech's spending may be excessive appear to have been reflected in the market. In the United States, shares of Micron and some storage device companies fell, while in Korea, Samsung Electronics and SK hynix showed a pattern of rebounding after a sharp drop. Since the memory semiconductor sector is highly sensitive to changes in demand and supply, investors are paying close attention to the sustainability of AIrelated capital expenditures. The article reported that the annual capital expenditures of major cloud providers such as Amazon, Microsoft, Google, and Meta this year are at a high level. However, it also noted analysis that the impact on industry conditions may be limited, as some companies are reducing price volatility through longterm supply contracts.