Organization: Uncertainty or drag on the stock price of Samsung and SK Hynix potential capital expenditure.

Jing Jie Yu of Morningstar stated in a comment that the uncertainty of potential capital expenditures by Samsung Electronics and SK Hynix may be putting pressure on their stock prices. These two companies may be planning to spend a total of approximately 200 trillion Korean won over the next decade, close to double the estimated capital spending by Morningstar. He pointed out that this may include SK Hynix's plan to invest in artificial intelligence data centers, with commitments to invest in the Yongin wafer fab cluster estimated at 60 trillion Korean won. The analyst noted that if SK Hynix's commitment to artificial intelligence data centers is separate from their potential capital expenditure plans, memory chip manufacturers may face significant risk of oversupply because demand tends to weaken gradually in the later years of the capital expenditure cycle. Samsung's stock price fell by 6.5% to 317,000 Korean won; SK Hynix's stock price fell by 4.7% to 2,548,000 Korean won.