commitment
The 2026 Q4-2027 Q1 buy direction is maintained; if data center construction is not fully halted, the real impact on the industry and earnings is expected to be limited.
A commitment by FICC리서치부 전략/시황: 이경민. Statements are as reported by the cited publishers — not verified by DecisionGateway.
다만 2026년 4분기-2027년 1분기 매수 방향은 유지.
Related claims
Data centers have entered a period of rapid construction.clsvip · predictionThe real risk is likely to be concentrated in cost increases and schedule delays rather than construction halts, and the consensus for Big Tech's 2027 CapEx growth rate remains at +28%.FICC리서치부 전략/시황: 이경민 · predictionWhile data center demand remains solid, supply delays in the US can be an opportunity outside the US.하나증권 · predictionThe outlook for the B2B business next year is positive, based on customer base expansion and order growth in the data center (DC) and AI segments.report · predictionAlthough new data center permitting delays may slow the pace of investment, the total amount of AI investment will be maintained.FICC리서치부 전략/시황: 이경민 · predictionIf actual policy direction focuses on cost sharing rather than banning data center construction, the semiconductor decline is excessive.FICC리서치부 전략/시황: 이경민 · statement