With the artificial intelligence (AI) bubble theory rekindled, semiconductor materials, parts and equipment stocks are trending lower intraday on the 21st.

The photo shows Samsung Electronics conducting the SME materials, parts, and equipment consulting program. The photo is unrelated to the article. /Courtesy of Samsung Electronics

As of 10 a.m. that day on the Korea Exchange, HANMI Semiconductor is trading at 118,400 won, down 5,100 (4.13%) from the previous session. At the same time, ISU PETASYS is also trading at 123,000 won, down 10,300 (7.73%).

On the KOSDAQ market, Wonik IPS and Jeju Semiconductor are also falling in succession. They are trading at 56,600 won, down 4,300 won (7.06%), and 18,070 won, down 930 won (4.89%), respectively, from the previous session.

This appears to reflect the impact of the U.S. market closing lower despite Nvidia posting better-than-expected earnings, due to the reemergence of the "AI bubble theory."

In addition, the U.S. September employment report released on the 20th (local time) showed mixed signals, leading to projections that a rate cut by the Federal Reserve will not be easy, which also weighed on the market.

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