Economic data
米民主党、上下院掌握も半導体関税は大統領権限
米中間選挙で民主党が上下両院を掌握したが、半導体関税の基調は当面維持されると予想される中、サムスン電子とSKハイニックスには、今年末に集中する米国の税額控除の着工期限と、中国工場への設備搬入ライセンス更新が実質的な変数として浮上した。関税は行政府の権限だが、投資支援と対中規制は立法と認可を担う議会の案件であり、両社の投資計画に直接・間
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