00:00if you're a shareholder of samsung or sk hynix tomorrow's u.s midterm election results are worth
00:06watching closely here's why analysis shows that candidates who pledged to halt data center
00:12construction could win in up to 15 states growing backlash from local residents over ai data center
00:19projects across the u.s has pushed some candidates to call for an outright construction freeze
00:25so why does this matter for korean chip makers because ai data centers are one of the key drivers
00:32fueling semiconductor demand right now if data center construction stalls or slows gpu deployments
00:39get delayed and that ripples directly into orders for hbm and server dram in fact texas michigan and
00:47new mexico all sites of openai's stargate project are among the contested regions of course winning
00:54an election doesn't mean every project stops overnight but u.s local elections are now in
01:00a position to shape the future demand outlook for korea's semiconductor industry this was ban chunja
