MK Electron and GRT are soaring early on the 31st. The surge in related stocks is interpreted as a response to the attention garnered by the AI model released by the Chinese artificial intelligence startup DeepSeek.
As of 9:18 a.m. on that day, MK Electron is trading at 8,890 won, a rise of 2,050 won (29.97%) from the previous trading day. MK Electron is considered one of the domestic corporations linked to the Chinese semiconductor value chain.
GRT, known for supplying materials needed for DeepSeek's server operations, is also trading at 4,255 won, up 980 won (29.92%) from the previous trading day. MK Electron and GRT went straight to the daily price limit after the market opened.
As the volatility of domestic semiconductor stocks is expected to increase due to the 'DeepSeek shock,' the securities industry anticipates that the United States will accelerate changes in the AI market while tightening its control over Chinese AI.
Kim Il-hyuk, a researcher at KB Securities, noted, 'As China's pursuit intensifies, the United States will try to distance itself faster while tightening its grip on China.' He also stated, 'With the U.S. enhancing support for the expansion of AI data centers to close the gap with China, the stocks related to power infrastructure that plummeted due to the DeepSeek shock present a chance for 'increased weighting.'