Today, Lee Jae-myung held hands with two major conglomerates and announced a 2000 trillion won expansion plan. Why did Samsung and SK Hynix drop instead?

Because these two are the ones paying. Today, the ones paying fell, while the ones collecting rose.
After watching the press conference, I felt one thing—expansion in big cities is unrealistic. Competing with residents for electricity and water has already led to constant complaints.
Plus, South Korea is not content with just selling memory; it wants to build its own data centers. So it has to push out to the suburbs. Going forward, their bottlenecks will be electricity and freshwater (electricity goes without saying; for freshwater, 70% is used in purified wafer cleaning, and the rest mainly for cooling—this demand will drop as liquid cooling becomes widespread).
I’ve sorted out the concept stocks for everyone:
Power infrastructure:
Doosan Energy | 034020
KEPCO Technology | 052690
KEPCO E&C | 051600
LS Electric | 010120
Hyosung Heavy Industries | 003240
Korea Electric Power | 015760
SK E&S | 011790
SK Eternix | 475150
Hanwha | 009830
LS Marine | 060370
Samsung SDI | 006400
Hyundai Engineering & Construction | 000720
Freshwater infrastructure:
Hansung Clean Tech | 066980
Doosan Energy | 034020
All surged today.
The same goes for Japan. In the AI era, being a small country while trying to become a full-fledged player comes with inherent drawbacks. You can position yourself in the corresponding sectors in advance.