On the 2nd, Samjeon's stock price fell by 9.06% and Nix's stock price by 14.57%. The semiconductor 'peakout' and AI bubble theory reappeared due to concerns about reduction in spending by hyperscalers such as Meta. This month, both companies announced earnings and foreigners returned, attracting attention. Last month, semiconductor exports exceeded $40 billion for the first time in history, recording record-breaking performance. However, stock prices of Samsung Electronics and SK Hynix, which led the boom, plummeted on the 2nd. In the market, 'demand for semiconductors has reached its peak.' ‘I took a picture’...