Bank of Korea Says Semiconductors Haven't Peaked; LS Securities' Yeom Seung-hwan Calls It Just Portfolio Rebalancing
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The Bank of Korea believes the semiconductor industry has not yet reached its peak. However, some analysts, such as LS Securities' Yeom Seung-hwan, view recent developments as merely a portfolio rebalancing. The outlook for the semiconductor industry is being interpreted differently by the Bank of Korea and certain market analysts.