-- ロイター通信は同日、SKハイニックス（KRX:000660）の株価が月曜日に13%近く上昇し、1株当たり144万7000ウォンの史上最高値で取引を終えたと報じた。これは、米国のテクノロジー大手4社がAIへの投資を減速させるつもりはないと表明したことを受けたものだ。 同報道によると、AIへの総投資額は2026年には7000億ドルを超える見込みで、これは以前の約6000億ドルから増加する。マイクロソフトとメタが予想を上回る設備投資計画を発表したことが背景にある。この計画は、メモリチップ価格の上昇を一部要因としており、両社は投資に対する自信を維持しているという。 さらに、韓国銀行の柳相代（リュ・サンデ）副総裁は、現在の半導体市場の好況は過去のサイクルに比べて長期化する可能性が高いと述べ、サムスン電子（KRX:005930）とSKハイニックスが4月の決算発表で同様の見通しを示したことを裏付けた。 （マーケットチャッターのニュースは、世界中の市場専門家との会話から得られた情報に基づいています。この情報は信頼できる情報源に基づいていると考えられますが、噂や憶測が含まれている可能性があります。正確性は保証されません。）
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