[Seoul=News Desk] On the 4th, semiconductor stocks in the domestic stock market are showing a clear polarization phenomenon. While large-cap memory stocks like SK Hynix and Samsung Electronics underwent corrections, a strong buying force poured into small-cap stocks related to system semiconductors and post-process equipment, continuing their bullish trend.

On the morning of the 4th, SK Hynix traded at 2,311,000 won, down 2.08% from the previous day, and Samsung Electronics also recorded 359,000 won, down 0.42%, entering a consolidation phase. As the leading memory semiconductor stocks show weakness, investors' attention is rapidly shifting towards system semiconductor and testing and packaging-related stocks.

In fact, system semiconductor and equipment stocks showed strong rallies across the board. PSK surged 28.37% to 116,300 won, and Hanmi Semiconductor also rose 9.62% to 302,000 won. In addition, Techwing jumped 8.38%, Lino Industry 7.00%, Hana Micron 6.88%, and FADU 6.35%, marking significant increases.

Furthermore, buying spread throughout the entire system semiconductor ecosystem, with Nepes Ark rising 11.65%, D.I 10.56%, SFA Semiconductor 5.00%, Goyoung 4.95%, Jaram Technology 4.33%, C&TRONICS 4.33%, and DB HiTek 4.12%.

On the other hand, some stocks could not avoid a downward trend as profit-taking sell-offs emerged. AD Technology fell 3.10%, SemiFive 2.28%, LX Semicon 1.86%, and Sapien Semiconductor 1.75%, showing mixed movements among individual stocks.

The market analyzes that interest in system semiconductor design, testing, packaging, and inspection equipment sectors continues as the proliferation of artificial intelligence (AI) servers and the increasing demand for high-performance semiconductors persist. In particular, it is evaluated that related stocks are showing strength as expectations for benefits for post-process equipment and test solution companies are highlighted during the expansion of high-bandwidth memory (HBM) and AI semiconductor production.

However, as there is a clear distinction between stocks where supply and demand are concentrated and those facing profit-taking sell-offs even within the semiconductor industry, it is pointed out that investors should closely examine individual companies' financial performance and order trends.

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