Korea Investment Says Stay With Semiconductors Despite Inflation Worries

Korea Investment & Securities said on the 11th that investors should avoid focusing too heavily on high inflation concerns and maintain interest in semiconductors, which it described as beneficiaries of artificial intelligence innovation. The firm noted that inflation remains an important market variable, but emphasized that semiconductors are being viewed as a core beneficiary as AI spreads. It said investors may need to put inflation-related uncertainty aside for the moment and continue watching the semiconductor sector’s trend. The view shows that semiconductors remain an important investment theme tied to AI innovation. Source: yna.co.kr