Domestic semiconductor and equipment-related stocks showed strong performance driven by expectations for the growth of the High Bandwidth Memory (HBM) market and expanded investments in artificial intelligence (AI) servers. On the morning of the 11th, forecasts of increasing next-generation HBM demand stimulated investor sentiment in the stock market, drawing buying interest across related stocks.

On that morning, SK Hynix recorded 2,109,000 won, up 2.98% from the previous trading day, and during intraday trading, it rose to as high as 2,163,000 won, demonstrating a strong upward trend. Evaluated as a market leader in the HBM sector, SK Hynix is considered the primary beneficiary of the expanding AI semiconductor demand, and Samsung Electronics also saw a slight gain that day.

Equipment and materials companies within the HBM supply chain also surged collectively. In particular, KC Tech soared by 17.67%, marking the strongest surge among HBM-related stocks that day, while Oros Technology (15.60%) and MK Electron (17.65%) also garnered investor attention, joining the upward trend in semiconductor material stocks. In addition, Hanmi Semiconductor recorded 281,000 won, up 4.07%, while Techwing (9.03%), Eotechnics (10.39%), and STI (8.69%) all saw gains. PSK Holdings, ISC, DI, and DIT also showed concurrent strength, reflecting an improvement in investor sentiment across the entire semiconductor sector.

The market anticipates that the global competition to expand AI data centers will continuously drive up HBM demand. As the spread of generative AI services and the growth of the high-performance computing market increase the proportion of high-value-added memory semiconductor products, expectations for improved earnings among related companies are also rising. The securities industry analyzes that the scope of beneficiaries could widen, ranging from SK Hynix—which has secured dominance in the HBM market—to equipment, inspection, and packaging companies.

However, given the significant recent stock price increases, there is also the possibility of expanded short-term volatility. The KOSPI index has also been highly volatile recently, prompting investors to closely monitor future AI server investment scales, HBM4 mass production schedules, and the data center expansion plans of global big tech companies as key variables.

[This article was written with the assistance of AI. This article is intended to provide information for reference in making investment decisions and does not recommend the purchase or sale of specific stocks. Any losses resulting from stock investments are borne by the investor, and investment decisions should be made after sufficient deliberation and under one's own responsibility.]