Jusung Engineering 24% · Wonik IPS 20% higher, semiconductor materials, parts and equipment stocks gain
11Semiconductor materials, parts and equipment stocks rose on the KOSPI and KOSDAQ. Jusung Engineering and Wonik IPS rose by 24%, 20%, while export performance reached 111billion dollars in ten days. Meanwhile, reports of increased selling of semiconductor- and AI-related stocks in the U.S. market and the listing of Chinese memory maker CXMT were cited as industry variables.
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Semiconductor materials, parts and equipment stocks, including Jusung Engineering and Wonik IPS, rose sharply in the domestic stock market. Jusung Engineering's share price rose by 11%. Wonik IPS's share price rose by 24%. Buying interest was reportedly concentrated in the materials, parts and equipment sector that day.20The sector saw strong gains.
Strength in semiconductors was also confirmed in tariff and export indicators. According to reports, semiconductor exports reached 111billion dollars in ten days. The increase in exports was reported as a figure compiled over a short period. Export performance was presented as an overall industry performance indicator.
Different trends were also observed in global markets. Reports said selling pressure on semiconductor- and AI-related stocks increased in the United States. In the same context, the consumer goods, retail and energy sectors were mentioned as alternative investment destinations. This brought sectoral differentiation into focus.
Corporate announcements continued. Chairman Chey Tae-won announced plans to launch an AI factory in Japan. SK said it was comprehensively considering expanding its semiconductor plants. Both sides officially mentioned overseas production and the possibility of expansion.
There was also a disclosure signaling an industry reshuffle. Reports said the listing of Chinese memory chipmaker CXMT was imminent. It was noted that CXMT’s listing could bring changes to the memory supply chain. Related industry participants are watching the listing schedule and its ripple effects.
In summary, the domestic stock market that day saw strength centered on materials, components and equipment, alongside strong semiconductor exports. At the same time, expanded selling in the U.S. market and moves by Chinese companies toward listing were cited as industry variables. It was a day when corporate announcements and export statistics were released simultaneously, creating a complex mix of industry issues.