Foreign Investors Shift Away from Samsung, SK Hynix, Pouring 11 Trillion Won into Semiconductor Supply Chain

According to the Korea Exchange and Next Trade, foreign investors have sold more than 11 trillion won worth of Samsung Electronics and SK Hynix shares this month, marking a shift in their semiconductor investment strategy. The capital is being redirected toward materials, components, and equipment (supply chain) companies that support artificial intelligence chip production, signaling the start of a major rebalancing in foreign semiconductor investment flows.
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