[Edaily Reporter Kwon Oh Seok ] Amid the “blue wave” in the U.S. midterm elections, in which the Democratic Party secured control of both the Senate and the House of Representatives, major South Korean semiconductor stocks are all falling in premarket trading. Although the New York Stock Exchange showed strength overnight, the semiconductor sector appears to be affected by concerns over the Democratic Party’s plans to tighten regulations on artificial intelligence (AI) data centers. Conversely, non-AI stocks are showing strength.

According to MP Doctor on the 5th, SamsungElectronics(005930)was trading at 212,000 won as of 8:33 a.m., down 6,000 won (2.75%) from the previous trading day. At the same time, SK hynix(000660)was trading at 1,331,000 won, down 65,000 won (4.66%).
In contrast, the renewable energy sector is showing strength, reflecting expectations for the Democratic Party’s eco-friendly policies. OCI Holdings Company Ltd.(010060), a solar energy-related stock, is up 4.75%, while KANGWON ENERGY(114190), a rechargeable battery-related stock, is surging 13.06%. Meanwhile, ECOPRO CO., LTD(086520)is up 1.82% and LG Energy Solution(373220) is up 1.13%, both showing slight gains.
Earlier, on the 4th (local time), the New York Stock Exchange surged following the Democrats’ landslide victory in the U.S. midterm elections. Political uncertainty eased as President Donald Trump accepted the election results, and international oil prices fell by more than 8% on expectations that the war with Iran would end.
Consequently, the Dow Jones Industrial Average closed at 53,356.12 on the New York Stock Exchange, up 1,569.40 points (3.03%) from the previous trading day. This marks the largest single-day gain since April 9, 2025. It is the first time since September 8 that the index has recovered to the 53,000 level based on the closing price. The S&P 500 Index rose 1.58% to 7,688.62, and the Nasdaq Composite Index closed up 1.44% at 25,736.51.