[Special Stock] Korean Semiconductor Stocks Surge Following US Trend

Following the news of tariff exemptions announced by U.S. President Donald Trump, U.S. semiconductor-related stocks surged by over 10%, and semiconductor-related stocks in the Korean stock market also rose simultaneously.

As of 10:30 a.m. on the 10th, Mirae Semiconductor, a semiconductor distribution specialist affiliated with Samsung Electronics, hit the upper limit price of 11,830 KRW. Fabless companies holding semiconductor chip and network connection technologies such as Qualitas Semiconductor (16.14%), semiconductor post-process inspection equipment manufacturer Techwing (10.97%), fabless company Jeju Semiconductor designing low-power memory semiconductors as well as 5G and automotive memory (10.63%), Hanmi Semiconductor (9.58%), a producer of TC Bonders essential for high-bandwidth memory (HBM) production, and semiconductor inspection equipment manufacturer DI (9.27%) also saw significant gains.

Earlier, on the 9th (local time), President Trump announced a 90-day mutual tariff exemption for all countries except China, imposing only a basic 10% tariff, which caused the Nasdaq index to surge by 12.16% compared to the previous day. Accordingly, the Philadelphia Semiconductor Index, a representative semiconductor index, rose by 18.73%. Major semiconductor stocks such as Nvidia, Broadcom, and Intel also increased by around 18%. The strong performance of U.S. semiconductor stocks appears to have positively influenced investment sentiment toward domestic semiconductor-related stocks.