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seekingalpha

06/17/2025, 05:26 AM UTC

全球市场变化下韩国半导体产业面临挑战IAG: Earnings Jet To New Heights, Yet All-Time Highs Stay In The Hangar - Sell The Cycle-Peak

1、韩国半导体产业面临需求下降和库存积压的双重压力；2、地缘政治紧张局势与美国政策变化影响全球供应链布局；3、中国技术升级加剧行业竞争，韩国需加强创新应对挑战。

1. South Korea's semiconductor industry faces pressures from declining demand and inventory buildup; 2. Geopolitical tensions and US policy changes impact supply chain dynamics; 3. Rising competition from China's technological advancements challenges market dominance.

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