Recently, semiconductor-related stocks have shown a collective weakness due to increased overall market volatility and selling pressure from foreign and institutional investors. However, forecasts suggest that investor sentiment surrounding Hanmi Semiconductor could revive.

[Changes in Supply-Demand Structure and Easing of Downward Pressure] The market analysis indicates that positive changes are emerging in Hanmi Semiconductor's supply-demand structure. In particular, if the trend of reduced short-selling volume compared to previous levels continues to be confirmed, the downward pressure on the stock price could ease significantly.

[Competitiveness in HBM and TC Bonders, and Mid- to Long-Term Growth] Hanmi Semiconductor is evaluated as having secured solid competitiveness in the 'TC bonder' equipment sector, which is essential for the production of High Bandwidth Memory (HBM). The market sees a high probability that equipment orders will increase significantly if major memory companies continue to expand investments in next-generation HBM.

Additionally, the company's expanding push into the global semiconductor market, including the U.S., and increased investment in advanced packaging are cited as key factors that will drive mid- to long-term growth. As the post-processing sophistication in the semiconductor industry accelerates, demand for related equipment is also expected to continue rising.

[Q2 Earnings as a Key Variable for Future Stock Price] Some have pointed to the upcoming second-quarter earnings report as the key variable that will determine the future direction of the stock price. The analysis suggests that if a clear improvement in earnings is confirmed, a recovery in investor sentiment and an improvement in supply-demand could occur simultaneously, likely leading to a stock price rebound. However, the actual direction of the stock price may fluctuate depending on the global semiconductor industry conditions, clients' investment plans, and actual order performances.

[This article was assisted by AI. It was written based on forecasts and analyses raised in the market and does not recommend the purchase or sale of any specific stock. Stock investments carry the risk of principal loss, and investment decisions and responsibilities lie with the investor.]