{"@context":"https://neupai.io/schema/v0.2","@type":"StructuredNewsArticle","identity":{"article_id":"tech42_20260405_iran-war-ai-semiconductor-supercycle","canonical_url":"https://www.tech42.co.kr/%ec%82%bc%ec%84%b1%c2%b7sk%c2%b7%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%eb%b6%88%ed%83%80%eb%8a%94-%ec%a4%91%eb%8f%99-%ec%9c%84%ec%97%90%ec%84%9c-%ec%98%a4%eb%a5%b8-%ec%a3%bc%ea%b0%80%ec%9d%98/?utm_source=rss&utm_medium=rss&utm_campaign=%25ec%2582%25bc%25ec%2584%25b1%25c2%25b7sk%25c2%25b7%25ec%2597%2594%25eb%25b9%2584%25eb%2594%2594%25ec%2595%2584-%25eb%25b6%2588%25ed%2583%2580%25eb%258a%2594-%25ec%25a4%2591%25eb%258f%2599-%25ec%259c%2584%25ec%2597%2590%25ec%2584%259c-%25ec%2598%25a4%25eb%25a5%25b8-%25ec%25a3%25bc%25ea%25b0%2580%25ec%259d%2598","ai_url":null,"publisher":{"name":"테크42","domain":"www.tech42.co.kr","type":"online"},"author":"김광우 기자","published_at":"2026-04-05T23:24:46.000Z","updated_at":null,"language":"en","article_type":"analysis","originality":"self_produced"},"content":{"headline":"Samsung, SK, and Nvidia: The Price of Rising Stock Prices Amid a Burning Middle East - Tech42","summary":"As soaring oil prices and rising logistics and energy costs from the Iran war shake up the cost structure of the AI semiconductor industry, Samsung Electronics and SK Hynix saw earnings surge on the back of the HBM boom, while Nvidia's stock price showed vulnerability to war risk regardless of its actual performance.","topics":["semiconductors","AI","geopolitics","memory semiconductors","HBM","international oil prices","stock market"],"geography":["KR","US","IR"],"entities":[{"name":"Samsung Electronics","canonical_id":"corp:kr:samsung-electronics","type":"company","role_in_article":"primary_subject","metadata":{"ticker":null,"parent":null}},{"name":"SK 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