31 319660.KS PSK Holdings (KOSDAQ listed) Loading... : Bullish and Bearish Analyst Opinions

Korean semiconductor equipment names such as Hanmi Semiconductor and PSK have a differentiated edge as global suppliers with open capacity that directly benefit from the global chip expansion cycle, including Trump’s push for U.S. production. The speaker highlights that these companies are truly global, their end-market is not limited to Korea, and they are rising strongly alongside the memory rally.

Despite extreme market concentration into memory leaders, Korean front-end semiconductor equipment stocks have held up well, indicating strong underlying demand. Names like PSK, Jeju Semiconductor, VM, Wonik IPS, TES, and KoMiCo are forming higher lows and maintaining uptrends. Pullbacks from the current semiconductor capex cycle offer buying opportunities, especially when looking at the trend of rising lows in stocks like KoMiCo.