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Market Question Marks Despite Semiconductor Super Boom… Peak Out vs. Consolidation

Summary by Naver
Semiconductor stocks plummet following Meta Cloud business entry and Morgan Stanley report; Record-breaking performance expected to be maintained until next year… Supply increase expected only the year after next. Reporters Cho Seong-heum, Im Seong-ho, and Kang Tae-woo = Samsung Electronics recorded operating profits approaching 90 trillion won in the second quarter of this year, marking a global big

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Semiconductor stocks plummet following Meta Cloud business entry and Morgan Stanley report; Record-breaking performance expected to be maintained until next year… Supply increase expected only the year after next. Reporters Cho Seong-heum, Im Seong-ho, and Kang Tae-woo = Samsung Electronics recorded operating profits approaching 90 trillion won in the second quarter of this year, marking a global big

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Naver broke the news on Wednesday, July 8, 2026.
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