# [Shin Yoon-woo's FX Analysis] Won Shocked by 'Semiconductor Meltdown'

> A sharp selloff in AI- and semiconductor-related stocks following the U.S. midterm election increased risk aversion in South Korean markets. The analysis expected the dollar-won rate to move into the 1,350-won range, as concerns about data-center regulation and semiconductor demand weighed on the won.

- Date: 2026-11-06 · published 2026-11-06T21:28:25.625Z
- Category: macro · region South Korea · magnitude medium
- Page: https://feedsoft.ai/events/84988-shin-yoon-woo-s-fx-analysis-won-shocked-by-semiconductor-meltdown
- Commodities: [Korean Won (KRW per USD)](https://feedsoft.ai/c/USDKRW.md)

## Why it matters

Risk aversion and potential foreign capital outflows can increase demand for dollars against the won, lifting USDKRW. A weaker won may increase the local-currency cost of imported feed commodities.

## Read by commodity

- USDKRW: bullish ▲

## Sources

- en.infomaxai.com: https://en.infomaxai.com/news/articleView.html?idxno=147297

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.