Discussion spreads over a revaluation of Samsung and SK amid the semiconductor boom
South Korea’s central bank said the semiconductor boom would continue for a considerable period, and the IMF raised its growth forecast for South Korea to 2.6%. Investment and policy issues emerged simultaneously, including the designation of the area around Gwangju Air Base as a land transaction permit zone in connection with the Honam semiconductor industrial complex.
As signals that the semiconductor upcycle will continue emerge one after another, the possibility of a revaluation of Samsung Electronics and SK hynix is being discussed in the market. The Bank of Korea assessed that 7 month 9 day that a sustained decline in the stock market was unlikely and that the semiconductor boom would continue for a considerable period.
The International Monetary Fund (IMF) on 7 month 8 day raised its forecast for South Korea’s growth this year from its previous estimate and presented it at 2.6%. The IMF cited strong semiconductor exports as the reason for the upward revision.
Discussions related to semiconductor industrial complexes were concentrated in the Honam region. Some reports pointed out that simply arranging factories cannot guarantee success.
The area around Gwangju Military Airport has been designated as a land transaction permit zone to prevent speculation. The local government said the measure would curb speculative land transactions.
An article related to Ulsan reported that Ha Jung-woo had mentioned the abundant accumulation of manufacturing data and presented the possibility of AX. The remarks linked regional industrial competitiveness with data assets.
Several reports say that semiconductor industry conditions, regional development, and policy responses are unfolding simultaneously. Earnings announcements by each company and the government’s schedule for follow-up measures have been presented as matters of interest to investors.