Semis surge amid Mideast tensions as politics, global factors collide
US-Iran talks end, lifting Mideast risks; Democratic leadership shift and HBM demand growth set to steer Korea's market
- 1.US-Iran talks conclude, escalating Mideast tensions
- 2.Democratic leadership change resets party-government ties
- 3.Samsung, SK Hynix eye rising HBM demand
- 4.Bitcoin, gold swings spotlight safe assets
- 5.Watch June FOMC and US-China summit outcomes
“HBM demand growth and shareholder returns as key rebound drivers for semis” — 엔티티 업데이트