ASML, TSMC, Seagate Release Earnings July 15-16; AI Investment Slowdown Weighs on South Korean Semiconductor Stocks

According to Korean Economic TV, major semiconductor and financial firms including ASML, TSMC, and Seagate will release earnings this week, with ASML reporting on July 15 and TSMC on July 16. The market is closely monitoring guidance on global chipmakers' capital expenditure plans and whether AI investment momentum is decelerating.

Concerns over slowing semiconductor profit growth and potential AI infrastructure investment cutbacks have pressured South Korea's stock market, with individual investors facing recent volatility amid forced liquidations in leveraged positions. Analysts expect the semiconductor sector to face consolidation as the market validates whether profit growth rates have peaked.