The trend in U.S. semiconductor stocks is serving as a compass for the overall direction of domestic semiconductor-related stocks this week.

In the New York stock market, the Dow Jones and S&P 500 hit all-time highs, buoyed by strong earnings from AI companies and stabilizing oil prices, while semiconductor stocks also surged together. However, with overlapping signals of a cooling labor market, the Dow renewed its record high, whereas the Nasdaq and semiconductor stocks lost some upward momentum due to profit-taking, meaning the gains were not evenly sustained.

Nevertheless, the perception that AI data center investment and demand for GPUs and high-bandwidth memory (HBM) remain robust is widely embedded across the market, and investor sentiment toward the semiconductor sector is still considered alive.

Hanmi Semiconductor Joins the Uptrend

Hanmi Semiconductor also joined this trend. Identified as a company in the AI semiconductor packaging equipment sector, including TC bonders for HBM, Hanmi Semiconductor rapidly expanded its gains during the session, drawing intense investor attention. This is interpreted as the result of U.S. semiconductor tailwinds coinciding with broad strength across the domestic HBM value chain.

However, the market is simultaneously raising the possibility of profit-taking following the short-term surge, alongside forecasts that additional upside potential remains if expectations for expanded AI semiconductor investment persist.

Three Variables to Watch

The variables the market will focus on going forward can be summarized into three.

First, whether U.S. semiconductor stocks can break free from the profit-taking trend seen on the 5th and regain upward momentum.

Second, whether the upcoming earnings reports from major semiconductor and storage companies such as AMD and Western Digital, scheduled for this week, support the sustainability of AI hardware demand.

Third, whether these U.S.-driven trends translate into additional upside momentum for the domestic HBM value chain—particularly packaging equipment stocks led by Hanmi Semiconductor—or give way to short-term profit-taking.

[※ This article is intended for informational purposes only, and investment decisions and their associated responsibilities lie with the investor. As matters related to specific stocks and companies are highly volatile and fluid, please verify the latest disclosures and consult multiple sources before making investment decisions. This article was partially assisted by AI.]