{"@context":"https://neupai.io/schema/v0.2","@type":"StructuredNewsArticle","identity":{"article_id":"tech42_20260405_iran-war-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","IR","US","AE","BH"],"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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week","as_of":"2023-12","as_of_explicit":false,"as_of_raw":"in just one week","source_type":"journalist_analysis","comparison":"previous_week","type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c8","statement":"Amazon Web Services said in early March that some data centers in the UAE and Bahrain were damaged by drone attacks, which could prolong service restoration","as_of":"2026-03","as_of_explicit":true,"as_of_raw":"early March","source_type":"company_disclosure","comparison":null,"type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c9","statement":"South Korea supplies about two-thirds of the world's memory semiconductors","as_of":"2026-04","as_of_explicit":false,"as_of_raw":"April 2026","source_type":"journalist_analysis","comparison":null,"type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c10","statement":"According to Reuters, South Korea is highly dependent on the Middle East for 14 items in the semiconductor supply 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