On the 9th, LS Securities predicted that Reno Industrial's (058470) operating profit would increase by 42.5% year-on-year in 2025 and grow by 35.4% year-on-year in the first quarter of 2026. This was analyzed to be because the demand for "test sockets," Reno Industrial's core product, is rapidly increasing due to the expansion of the global AI semiconductor market and strengthened research and development (R&D) investments by big tech companies.

In particular, Reno Industrial's export share reached 79.2% as of the first quarter of this year, and its export growth rate in April is estimated to be around 40-45% compared to the same period last year, indicating that the high growth trend is expected to continue into the second quarter. The market evaluates that as global AI semiconductor companies, including Nvidia, expand data center investments and next-generation chip development, high-performance AI semiconductor production will increase, leading to direct benefits from the expanded demand for test sockets, an essential core component in the semiconductor inspection process.

Such aggressive analyses and earnings forecasts strongly stimulated investor sentiment. According to the Korea Exchange, Reno Industrial's stock price soared more than 17% compared to the previous trading day, reaching up to 102,000 won during the morning session on the 9th. Trading volume also significantly exceeded usual levels. On this day, the domestic stock market showed a strong rebound trend, centered on semiconductor and AI-related stocks, as bargain-hunting buying flowed in following the previous day's sharp decline.

However, the market is closely watching whether earnings and export growth can be sustained, given the increasing volatility in the stock prices of AI semiconductor-related stocks recently.

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