---
title: "If actual policy direction focuses on cost sharing rather than banning data center construction,… — FICC리서치부 전략/시황: 이경민 — DecisionGateway"
description: "statement by FICC리서치부 전략/시황: 이경민, recorded recently — verbatim quote and source citation."
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statement

# **If actual policy direction focuses on cost sharing rather than banning data center construction, the semiconductor decline is excessive.**

A statement by FICC리서치부 전략/시황: 이경민. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *다만 실제 정책 방향이 데이터센터 건설 금지가 아닌 비용 분담에 초점을 맞춘다면 반도체 낙폭은 과도하다는 판단*

daishinstrategyPublished 2026-11-04 [ Read source](https://t.me/daishinstrategy/6394)

## **Related claims**

[**The core of AI data center regulation concerns is slower investment execution rather than a full construction ban; only under 5% advocate a federal construction ban while 50-60% support cost-sharing legislation for large power users.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d71d-c55c-7b21-8dc7-5e83728ec797) [**The focus of data center regulation is on expanding corporate cost-sharing, and regulatory intensity will differ by region.**하나 자산배분/해외크레딧 이영주 · prediction](https://dgw.tmarket.io/claims/01a1ceb3-8075-7f28-88da-1861e864e8ea) [**Democratic wins in the midterms are raising the possibility of stronger AI data center regulation and construction slowdown concerns, which is weighing on investor sentiment.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d71d-c527-7c13-9d24-90dbddfebac6) [**The elected officials said they would halt new construction until new data center regulations are legislated.**하나증권 · commitment](https://dgw.tmarket.io/claims/01a1ceb9-c86e-7d3b-9fdc-9139c15f7f5e) [**Federal regulation of AI data centers is minimal, centered on cost sharing and tax credit reduction; total investment matters less than speed, location and cost variables.**대신증권 이경민 · statement](https://dgw.tmarket.io/claims/01a1d712-38ee-7cbb-b5b3-8f740b1ca98b) [**Semiconductors were penalized by the possibility of more restrictive regulatory and political supervision over data centers and AI.**analisisbankinter · statement](https://dgw.tmarket.io/claims/01a1cc20-9de8-7acd-9c35-c0c007a0573d)

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