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08:39
Jun 10
Jang Woo-jin Writer 3PRO TV (삼프로TV)
Semiconductor equipment enters supercycle, front-end leads.
UBS released a report calling for a semiconductor equipment supercycle with equipment shortages, especially in front-end. Korean front-end equipment makers such as Wonik IPS, Eugene Technology, TES, and PSK are rallying. While memory fabs rest, equipment expansion cycle is just beginning as chipmakers push for capacity increases. The shift from back-end to front-end equipment strength signals broadening of the semiconductor capex cycle.
032680.KQ 1ST
MED

About 032680.KQ Analyst Coverage

Buzzberg tracks 032680.KQ across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.