According to Barclays Asia fund manager SooHai Lim on November 15, AI-related Asian stocks are undergoing revaluation with South Korea and Taiwan maintaining a positive outlook despite recent market corrections. Lim noted that post-U.S. midterm election concerns about data center construction constraints and AI infrastructure investment pacing have intensified, with both markets particularly sensitive due to their high semiconductor supply chain concentration.

In South Korea, advanced memory semiconductors represent a key investment opportunity. SK Hynix's disclosed long-term supply agreements covering over half of its production capacity for 2027-2028 enhance demand visibility, though Barclays will assess stock valuations based on sustained profitability and cash generation capability rather than contract certainty alone.

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