As investment fever surrounding AI semiconductor-related stocks cools rapidly, selling pressure is spreading to data center power infrastructure-related stocks. Sanil Electric, which had been highlighted as a key beneficiary of AI data center power equipment, recorded double-digit declines for two consecutive days amid overlapping concerns from its short-term surge and profit-taking by investors.

According to the Korea Exchange on the 29th, Sanil Electric closed at 127,500 won, down 18,000 won (12.35%) from the previous trading day. The previous day (the 28th), it also plunged 22,200 won (13.34%) to close at 144,200 won. Compared to the closing price of 168,100 won on the 27th, the stock price has fallen 23.56% in just two days.

Recent volatility has become even more pronounced. Sanil Electric rose 10.74% on the 23rd to reach 184,600 won, but has since fallen for three consecutive days, dropping to the 120,000 won range. Based on the closing price on the 23rd, the stock has declined by approximately 30.4%.

Data centers that operate high-performance semiconductors and AI accelerators on a large scale require significantly more power than conventional facilities. With the expansion of data center construction, demand for power and distribution transformers as well as internal power grid equipment is expected to increase accordingly. For this reason, Sanil Electric has been categorized as an AI data center power infrastructure-related stock.

Conversely, if valuation concerns grow for semiconductor stocks or wariness spreads regarding the pace of AI infrastructure investment by Big Tech companies, power equipment stocks can also take a direct hit. This is because capital flows tied to the AI and semiconductor investment cycle may rapidly exit, regardless of actual business performance.

It is also notable that trading volume increased significantly compared to the previous day. This suggests that sell orders were concentrated during the decline, indicating that a shift in investor sentiment is strongly reflected rather than a simple price correction. However, it is too early to conclude that the selling pressure has ended or that a rebound has begun based solely on the increase in trading volume.

Key variables for Sanil Electric's future stock price include whether the semiconductor sector correction will subside and the AI data center investment plans of global companies. The pace at which transformer orders for data centers translate into actual revenue, the scale of new contracts, and changes in profitability driven by capacity expansion are also factors that need to be monitored.

[This article was written with the assistance of AI. It is based on publicly available market data for investment reference purposes only and does not recommend the purchase or sale of any specific stock. Investment decisions and responsibilities lie solely with the investor.]