[Featured Stock] Alphaholdings Rises on Samsung Electronics Investment News... Spotlight on Design Solution Partner

[Asia Economy Reporter Hyunseok Yoo] Alpha Holdings is showing strong performance. It appears to be influenced by Samsung Electronics' announcement of a large-scale investment plan.

As of 9:57 AM on the 25th, Alpha Holdings was trading at 4,265 KRW, up 8.94% (350 KRW) compared to the previous trading day.

Samsung announced the day before that it will execute new investments totaling 240 trillion KRW over the next three years, with 180 trillion KRW domestically and 60 trillion KRW overseas, focusing on semiconductors. Specifically, 200 trillion KRW is expected to be invested in the semiconductor sector, and 40 trillion KRW in bio, 5G, and robotics fields.

KB Securities researchers Dongwon Kim and Ha Gounhwa explained, "The core of this investment is the early execution of non-memory semiconductor (system semiconductor) investments centered on foundries, advancing the existing plan of investing 171 trillion KRW by 2030 by 3 to 4 years." They analyzed, "Memory semiconductor (DRAM, NAND flash) investments will be maintained as planned, focusing on mid- to long-term infrastructure investments."

Alpha Holdings is a design solution partner company responsible for fabless semiconductor design and semiconductor design testing and supplementation for Samsung Electronics.

In particular, the foundries expanded through this investment need to respond to fabless client companies that want to mass-produce chips. As a result, SAFE (Samsung Advanced Foundry Eco-system) partners, who provide semiconductor design and supplementation services to fabless clients, could benefit.