[Featured Stock] Samsung Electronics Falls Over 2% Amid Sharp Decline in US Semiconductor Stocks

On the 11th, domestic semiconductor-related stocks showed weakness. This is interpreted as a deterioration in investor sentiment due to the sharp decline in major U.S. semiconductor stocks.

As of 11:05 a.m. that day, Samsung Electronics shares were trading at 55,100 won, down 2.3% from the previous trading day. After closing with a rise of over 6% the day before, it returned to a downward trend in just one day.

SK Hynix also recorded 177,300 won, down 3.22% from the previous session. Semiconductor equipment-related stocks such as Hanmi Semiconductor (-4.10%) and KC Tech (-3.89%) also showed weakness.

On the 10th (local time), in the U.S. New York stock market, Nvidia (-5.91%), Broadcom (-6.94%), TSMC (-4.80%), and Qualcomm (-6.40%) all showed simultaneous weakness. The Philadelphia Semiconductor Index, which includes major U.S. semiconductor stocks, also closed down 7.97% compared to the previous trading day.

However, the securities industry views the impact of U.S. tariffs on Samsung Electronics' business as limited. Dongwon Kim, a researcher at KB Securities, explained, "DRAM and NAND are excluded from tariff imposition, and tariffs are only imposed on consumer DRAM modules and SSDs, which have a low sales proportion," adding, "Memory directly exported to the U.S. accounts for 5.4% of semiconductor sales and 1.6% of total sales."