On August 13, Marcel Thieliant, an economist at Capital Economics, stated that despite the short-term upside risks to South Korea's GDP growth, the semiconductor-driven economic boom may weaken within the next two years. He anticipates that the U.S. artificial intelligence investment boom will cool down by 2028, and due to the highly cyclical nature of the semiconductor industry, South Korean chipmakers may reduce their capital expenditures. Thieliant mentioned that Samsung Electronics and SK Hynix have announced investment plans totaling 800 trillion won to build new chip manufacturing plants in southwestern South Korea, though the specific timeline remains undetermined. He also pointed out that following the post-pandemic electronics boom reversal in 2023, SK Hynix slashed its capital expenditures by two-thirds.