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On Monday, South Korea announced plans to build the world's largest semiconductor industry cluster near Seoul, with a total investment of 622 trillion Korean won by 2047, equivalent to approximately 3.4 trillion yuan. Among them, Samsung Electronics plans to invest 50 trillion Korean won, and SK Hynix will invest 122 trillion Korean won. On the same day, regarding the semiconductor investment tax reduction policy that is about to expire this year, South Korean President Yoon Seok yeol stated that the government will extend the validity of relevant laws and will continue to implement the investment tax reduction policy in the future. It is worth noting that recently, several A-share chip stocks have disclosed impressive performance forecasts. In the secondary market, chip stocks that have been adjusted for a long time are also becoming active.
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