[Anti-Data Center Movement Rises Following US Midterm Elections, Putting Pressure on Asian AI Chip Stocks] BlockBeats reports that on November 4th, the Democratic Party achieved a major victory in the US midterm elections, with several candidates who explicitly opposed data center expansion being elected governors. This has sparked market concerns about a slowdown in US AI infrastructure investment. Asian chip stocks were pressured on Wednesday, with companies like Samsung Electronics and SK Hynix facing the risk of potential impacts on demand for server DRAM and high-bandwidth memory (HBM). Opposition to data centers mainly focuses on noise, water consumption, energy consumption, and pushing up residential electricity prices. The market is concerned that local governments may tighten project approvals under the pretext of power supply, environmental protection, and AI security, leading to delays in new data center construction. However, analysts believe that regulation may not directly lead to a contraction in investment, and technology companies may turn to building their own power and supporting infrastructure. For South Korean companies, the election results have mixed effects. A Democratic-controlled Congress may counterbalance the Trump administration's cuts to subsidies under the Chip and Science Act, benefiting companies like Samsung that have invested in the US; the clean energy tax credit is also expected to be reinstated, potentially benefiting solar energy companies like Hanwha Solutions. Meanwhile, automobile tariffs are unlikely to see significant easing, while the South Korea-US shipbuilding cooperation framework is expected to continue. [Original Link]