韩国芯片，暴跌

Core Viewpoint - The semiconductor stocks, including Samsung Electronics and SK Hynix, have experienced significant declines due to heightened concerns over the semiconductor supply chain amid the ongoing Iran conflict, which may persist for an extended period [1][4]. Group 1: Stock Performance - Samsung Electronics' stock price fell to 169,300 KRW, down 10.04% from the previous trading day, while SK Hynix dropped 11.58% to 817,000 KRW [1]. - Compared to the previous week, Samsung Electronics and SK Hynix saw declines of 16.7% and 17.6%, respectively [1]. Group 2: Supply Chain Concerns - The ongoing conflict has raised fears about the supply chain for critical materials, particularly helium, which is essential for cooling semiconductor wafers [2]. - Reports indicate that one-third of the global helium supply has disappeared since the conflict began, with Qatar's helium production facilities being shut down [2]. - The blockade of the Strait of Hormuz has disrupted helium transportation routes, exacerbating supply concerns [2]. Group 3: Energy Costs and Manufacturing Impact - Rising energy costs, with oil prices reaching 111 USD per barrel, are expected to increase operational burdens on semiconductor manufacturing, which is energy-intensive [3]. - Despite the challenges, the Korean semiconductor industry has been reducing reliance on external power through self-generation and energy-saving investments [3]. Group 4: Long-term Outlook - Despite short-term volatility and cost pressures, the semiconductor industry is expected to maintain strong long-term growth, supported by structural factors such as rising memory prices and ongoing shortages in DRAM and NAND flash supplies [3][4]. - The report warns that prolonged conflict could lead to delayed data center investments and increased difficulties in capital raising, particularly affecting South Korea due to its reliance on energy from the Strait of Hormuz [4].