During the trading day on the 4th, High Bandwidth Memory (HBM)-related stocks exhibited a clearly differentiated trend by stock. While HBM supply chain core companies Samsung Electronics and SK Hynix recorded declines, post-processing equipment and inspection equipment companies continued a strong upward trend.

According to the afternoon market on this day, Samsung Electronics traded at 358,000 won, down 0.69% from the previous day. SK Hynix also could not avoid a weak trend, falling 2.33% to 2,305,000 won. This is interpreted as being influenced by profit-taking sell-offs and short-term burden following the recent surge in stock prices.

In contrast, Hanmi Semiconductor, a representative post-processing equipment stock for HBM, recorded 301,000 won, up 9.26%. In particular, its trading volume exceeded 3.88 million shares, receiving hot attention from investors. Hanmi Semiconductor is evaluated as a core company supplying TC bonder equipment, which is essential for HBM production.

Yoosung TNS, a semiconductor inspection equipment company, also surged 15.16% to 497,500 won, proving strong buying momentum. During the session, Yoosung TNS even rose to 506,000 won. Kohyoung Technology also traded at 34,050 won, up 5.42% from the previous day, reflecting expectations for expanding demand for HBM inspection and quality control.

The market evaluates that the growth potential of the HBM market remains robust as investments in artificial intelligence (AI) servers expand and global big tech companies continue to expand their data centers. In particular, as the competition for mass-producing the next-generation HBM4 begins in earnest, attention is expanding to related equipment and inspection process companies.

The industry analyzes that the expansion of the HBM market is broadening the scope of beneficiaries to include not only memory manufacturers but also post-processing equipment, inspection equipment, and packaging-related companies. Moving forward, along with the production expansion strategies of Samsung Electronics and SK Hynix, the order-receiving trends of supply chain companies are cited as key points to watch.

[This article was assisted by AI in organizing publicly available data and structuring sentences. The final content was written after undergoing fact-checking and editing processes. The information included in this article is not intended to solicit investment, and the judgment and responsibility for investing lie with the investor. Since market conditions and company-related information may change in the future, please be sure to check disclosures and official materials before investing.]