statement
The U.S. midterm elections ended in a Democratic victory, and uncertainty over data center investment sharply drove down global semiconductor companies' share prices.
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미국 중간선거가 민주당의 승리로 마무리되며 데이터센터 투자 관련 불확실성이 글로벌 반도체 업체들의 주가를 크게 하락시켰음.
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As the tenant is confirmed and orders continue, the upside for GS건설's share price is expected to open.predictionKorea can also be an opportunity, and there are sites where construction can begin immediately if leasing is confirmed; GS동해데이터센터 is such a place.statementDemand movement is expected to occur to countries equipped with sites, power, and capital.predictionWhile data center demand remains solid, supply delays in the US can be an opportunity outside the US.predictionThey also announced power grid cost burdens and reduction of tax benefits.statement
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