Copyright ⓒ Aju Press All rights reserved.
Related News
-
Samsung Electro-Mechanics Shares Plunge Over 14% Amid U.S. AI Investment Concerns
Samsung Electro-Mechanics shares fell more than 14% in early trading due to concerns over a slowdown in AI investments in the United States. The potential for stricter regulations on data centers following the U.S. midterm elections has raised alarms about reduced investment in AI infrastructure, impacting semiconductor stocks and related sectors.As of 9:13 a.m. on November 6, Samsung Electro-Mechanics was trading at 809,000 won, down 135,000 won (14.30%) from the previous trading day. The stock dipped as low as 796,000 won earlier in the session.With the Democratic Party securing control of both the House and Senate in the midterm elections, discussions about tightening regulations on data centers have intensified. This has led to growing concerns about reduced infrastructure investments and a slowdown in orders for memory semiconductors. Even if the AI industry continues to grow, delays in data center construction could lead to lower-than-expected demand for related components, dampening investor sentiment.In the U.S. stock market overnight, there was a significant sell-off in AI and semiconductor stocks. The Dow Jones Industrial Average fell 3.44%, while the Nasdaq Composite and the Standard & Poor's 500 Index dropped 5.52% and 4.36%, respectively. The declines in the Nasdaq and S&P 500 were the largest since the market was shaken by President Donald Trump's tariff announcements in April of last year.Among individual stocks, SanDisk plummeted 22.26%, while memory-related stocks such as Micron (-17.46%) and SK Hynix American Depositary Receipts (ADR) (-13.40%) also saw significant declines. Major AI-related stocks, including AMD (-17.26%), Intel (-10.33%), and Broadcom (-10.43%), recorded double-digit losses.* This article has been translated by AI.
-
KOSPI Plummets Amid Alphabet's Disappointing Earnings; Samsung Electro-Mechanics Drops Over 9%
알파벳의 실적 부진으로 삼성전자와 SK하이닉스 등 반도체주가 급락한 데다 외국인과 기관의 대규모 매도세까지 더해지면서 코스피가 주저앉고 있다.30일 한국거래소에 따르면 코스피는 오전 10시 54분 기준 전 거래일 대비 323.07포인트(5.44%) 하락한 5614.59를 기록하고 있다. 이날 지수는 161.91포인트(2.73%) 떨어진 5769.95에서 출발한 뒤 장중 낙폭을 키우면서 매도 사이드카까지 발동됐다.유가증권시장에서 개인은 1조784억원어치를 순매수하고 있는 반면 기관과 외국인은 각각 2405억원, 9728억원을 순매도하고 있다.시가총액 상위 종목 가운데 반도체 관련주는 대부분 하락세다. 삼성전자(-6.3%)와 SK하이닉스(-8.6%)를 비롯해 SK스퀘어(-7.76%), 삼성전기(-9.59%) 등이 급락하고 있다.이날 코스피 급락은 전날 뉴욕증시 마감 후 공개된 알파벳의 3분기 실적이 시장에 충격으로 작용한 영향으로 풀이된다. 알파벳의 3분기 실적은 광고 매출 부진 등으로 시장 예상치를 밑돌았다. 이에 주가는 하루 만에 12.64% 급락했고 시가총액은 5000억달러(약 669조원) 감소했다.인공지능(AI) 인프라에 대한 대규모 투자가 이어지고 있지만 실제 수익으로 연결될지에 대한 의구심이 부각되면서 기술주를 중심으로 매도세가 확산됐다.같은 시간 코스닥은 전 거래일 대비 31.99포인트(4.25%) 빠진 721.24에 거래되고 있다. 지수는 15.47포인트(2.18%) 하락한 736.80에 출발한 뒤 낙폭을 키우고 있다.투자자별로는 기관이 607억원, 외국인이 1027억원을 순매도하고 있는 반면 개인은 1711억원을 순매수하고 있다.코스닥 시가총액 상위 종목도 대부분 하락세다. 에코프로(-2.73%), 알테오젠(-2.73%), 레인보우로보틱스(-4.50%), 주성엔지니어링(-4.29%), 이오테크닉스(-7.59%) 등이 약세를 나타내고 있다. * This article has been translated by AI.
-
Samsung Electro-Mechanics Reports Record Q3 Operating Profit of 691 Billion Won
Samsung Electro-Mechanics achieved record quarterly sales and operating profit, driven by strong demand for multilayer ceramic capacitors (MLCC) and semiconductor packages for artificial intelligence (AI) data centers. On October 28, Samsung Electro-Mechanics announced that its consolidated sales for the third quarter reached 3.7633 trillion won, with an operating profit of 691 billion won. This marks a 30% increase in sales and a 165% rise in operating profit compared to the same period last year. Compared to the previous quarter, sales and operating profit grew by 9% and 57%, respectively. The increase in performance was driven by growth across all sectors, particularly in AI-related products. The expansion of sales in the components division, along with increased supply of FCBGA for automotive applications and camera modules for next-generation electric vehicle (EV) platforms, contributed to the overall improvement. The components division achieved sales of 1.883 trillion won, a 36% increase year-on-year. Demand for products aimed at AI data centers, including servers, networks, and power supplies, saw broad growth. The company plans to continue long-term supply agreements for MLCC with major tech clients and to develop next-generation high-capacity products ahead of the market. Sales in the package solution division surged to 939 billion won, a 58% increase from the previous year. Growth was driven by the supply of high-value products for data centers, including central processing units (CPUs) and AI accelerators, as well as high-performance substrates for advanced driver-assistance systems (ADAS) and autonomous driving. The optical solutions division recorded sales of 941.3 billion won, a 3% increase year-on-year. The introduction of new 200-megapixel folded zoom production, supply of camera modules for foldable phones, and increased sales for global EVs supported this performance. In the fourth quarter, the company plans to expand production of camera modules for the next flagship smartphone and increase supply for autonomous driving and humanoid products. Samsung Electro-Mechanics stated, "In the fourth quarter, the strong demand for high-spec components for AI data centers and automotive products due to advancements in autonomous driving will continue. We plan to strengthen our market dominance through technological leadership and timely responses."* This article has been translated by AI.