Mirae Asset: “China’s semiconductor growth could surpass Samsung and SK”
Mirae Asset Global Investments ETF Management Division Head Jeong Eui-hyun 2026year 7month 9said at a YouTube seminar that U.S. sanctions had accelerated China’s semiconductor self-reliance, and assessed that the growth potential of Chinese companies could surpass that of Samsung Electronics and SK hynix as the results began to show in their performance. The remarks may serve as a reference for investment decisions in South Korea’s semiconductor sector.
Mirae Asset Global Investments ETF Management Division Head Jeong Eui-hyun 2026year 7month 9said at a YouTube seminar that the growth potential of Chinese semiconductor companies could surpass that of Samsung Electronics and SK hynix. The remarks are directly relevant to investment decisions and interest in South Korea’s semiconductor sector.
The seminar was titled “China’s Semiconductor Market Conditions and the Drive for Self-Reliance.” Jeong explained that there had been a strong perception that Chinese semiconductors were a “sanctioned market.”
Jeong said that U.S. sanctions, which had continued for years, had instead accelerated China’s self-reliance. He assessed that this self-reliance was appearing in the companies’ performance.
Mirae Asset’s assessment projected that latecomers’ growth would accelerate sharply. Rather than citing specific companies or figures, the conclusion emphasized growth potential.
The seminar centered on remarks made during a session released on YouTube. The presenter highlighted changes in the competitive landscape between domestic semiconductor companies and Chinese companies.
Through the seminar, the company informed investors about structural changes in China’s semiconductor industry. The presenter’s assessment can be summarized as remarks focused on changes in the market environment.
Sources: 연합인포맥스
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