On the 5th, as the domestic stock market underwent a significant intraday correction, High Bandwidth Memory (HBM)-related stocks showed weakness across the board. Amid a simultaneous decline in both the KOSPI and KOSDAQ, selling pressure spread to large-cap semiconductor stocks and the broader HBM supply chain.

As of this day, the KOSPI index recorded 8,173.05, down 466.36 points from the previous trading day, while the KOSDAQ index fell 39.98 points to 1,009.75. Additionally, the KOSPI 200 dropped 79.00 points to 1,300.56, and the KOSDAQ 150 also fell 269.64 points, indicating a significant contraction in investor sentiment.

SK Hynix, a key player in the HBM market, traded at 2,121,000 won, down 7.70%. During the session, it was pushed down to 2,077,000 won at one point, showing expanded volatility. Samsung Electronics also recorded 332,000 won, down 5.55%, putting a burden on the entire semiconductor sector.

Hanmi Semiconductor, considered a leading HBM equipment stock, also recorded 286,000 won, down 5.92%. It had maintained a strong upward trend recently due to expectations of growing HBM demand, but profit-taking sell-offs were concentrated on this day.

Companies related to post-process inspection and testing also could not avoid the weak trend. ISC (4.91%), QRT (4.59%), Unitest (6.17%), and YC (6.63%) all declined. IOTECHNICS, frequently mentioned as a beneficiary of expanded HBM production, also recorded 459,000 won, down 7.46%, while KCTECH (5.47%), YESTI (6.32%), and ZEUS (6.32%) fell in tandem. Meanwhile, OROSTECHNOLOGY rose 1.09%, showing a differentiated trend for some stocks.

The market largely attributes this to the concentrated profit-taking sell-offs in recently surged AI semiconductor-related stocks. In particular, it is analyzed that the volatility of U.S. tech stocks and the contraction of global investor sentiment have also impacted domestic semiconductor stocks.

However, expectations for the mid- to long-term growth potential of the HBM market remain valid. This is because the demand for high-performance memory from global AI companies, including Nvidia, is steadily increasing as investments in generative AI and data centers expand. The industry evaluates that SK Hynix and Samsung Electronics are leading the competition in the next-generation HBM market, and that supply chain companies such as Hanmi Semiconductor, IOTECHNICS, and ISC will also directly benefit from the expansion of AI semiconductor investments.

An official from the securities industry analyzed, "In the short term, the risk-off sentiment overall in the KOSPI and KOSDAQ is burdening semiconductor stocks," adding, "However, since HBM is a core technology in the growth process of the AI industry, the prevailing view is that mid- to long-term momentum remains valid."

[This article was written with the assistance of AI. The information provided in this article is not intended to solicit investment. Investors are responsible for any losses incurred from stock investments, and it is advised to fully review relevant disclosures, corporate performance, and market conditions before making investment decisions.]