HBM (high-bandwidth memory) related stocks are showing strength from the start of the trading session. As of the morning of the 7th, large-cap memory stocks such as SK Hynix and Samsung Electronics are rising, while semiconductor equipment stocks including Hanmi Semiconductor, PSK Holdings, and Nextin are extending their gains, with buying spreading across the entire HBM value chain.

▲ Large-Cap Memory Stocks Also Rise

SK Hynix is trading at 1,738,000 won, up 5.53% from the previous trading day. During the session, it rose as high as 1,751,000 won. Samsung Electronics is also up 3.72%, trading at 265,000 won.

▲ Equipment Stocks Show Even Sharper Gains

The rise in HBM equipment-related stocks is even more pronounced. PSK Holdings has surged 13.82% to 163,900 won, making it one of the biggest gainers. Zeus is also trading up 10.00% at 11,110 won.

Hanmi Semiconductor is trading up 7.39% at 247,000 won, after rising as high as 248,500 won during the session. Eotec is up 6.66% at 472,500 won, and KC Tech is up 6.17% at 72,300 won.

Auros Technology (6.97%), ISC (4.95%), and GenaSem (4.30%) are also rising. In addition, DIT (3.42%), Unitest (3.35%), STI (3.19%), and Nextin (3.04%) are also on the rise. Mirae Semiconductor, Hanwha Vision, W2C, Techwing, Femtron, and YesTI are all rising in unison, indicating a recovery in investment sentiment across semiconductor-related stocks, including HBM.

A notable feature of today's market is the breadth of the rally. Not only large-cap memory stocks but also stocks related to post-processing, inspection, testing, laser and heat treatment, and semiconductor equipment are rising together.

▲ What Is HBM?

HBM is a high-performance memory that vertically stacks multiple DRAM chips to increase data processing speed and bandwidth. It has established itself as a key semiconductor product category, driven by expanding demand for AI accelerators and high-performance computing in data centers.

▲ Points to Note When Investing

However, even companies grouped under the HBM theme differ significantly in the actual proportion of HBM in their businesses, their customers, whether they supply equipment, and the timing of earnings contributions. Rather than interpreting a stock as a direct HBM beneficiary simply because it is a semiconductor equipment stock, investors need to examine each company's supply chain and business structure separately.

[※ This article was written for the purpose of providing information on the domestic stock market and related stocks, and does not recommend the purchase or sale of specific stocks or guarantee investment returns. Stock prices can change rapidly depending on market conditions, and investment decisions and the resulting responsibility rest with the investor. This article was written with AI assistance.]