[Click e-Stock] "Focus on Semiconductors and Humanoids... Scaling Up IT and Electrical & Electronics Holdings"

Securities firms have forecast that the bullish trend in major semiconductor stocks is spreading to electronic components and substrate manufacturers, and that the overall upward momentum in the IT and electrical and electronics sectors will continue. Improved third-quarter earnings and accelerated growth related to humanoids were also highlighted as key investment points.

Daishin Securities announced on the 22nd that it would maintain its 'Overweight' investment rating for the IT and electrical and electronics sectors, stating, "The strong performance of semiconductor stocks is spreading to electronic components and substrates."

Since the beginning of this month, the stock prices of SK hynix and Samsung Electronics have been strong. SK hynix is reaching new all-time highs, and Samsung Electronics has entered the 80,000 won range. The semiconductor rally is attributed to investments in AI (artificial intelligence) infrastructure. In addition, the prices of general-purpose semiconductors such as DRAM and NAND continue to rise due to supply constraints.

Researcher Park stated, "The price increase of hard disk drives (HDDs) in servers and data centers has had a positive impact on the shift to and replacement demand for solid state drive (SSD) modules," adding, "The favorable environment for semiconductors is expected to continue through 2026, leading to upward revisions in the 2026 operating profits of SK hynix and Samsung Electronics."

Electronic component manufacturers such as Samsung Electro-Mechanics, LG Innotek, and LG Display, as well as companies in the semiconductor substrate sector, have also seen their stock prices rise. Researcher Park noted, "This trend is expected to continue in late September. While a temporary correction is anticipated, third-quarter earnings are expected to exceed previous estimates, and with the official earnings announcements in October, we will maintain a strategy of increasing holdings in large-cap, mid-cap, and small-cap semiconductor and IT stocks for the time being."

Humanoids and robotics were presented as new growth drivers. Due to factors such as reduced working hours in Korea and amendments to the Commercial Act and the Yellow Envelope Law, investments in automation at industrial sites are expected to increase. Researcher Park stated, "As global companies such as Tesla with its Optimus and Boston Dynamics, which is backed by Hyundai Motor, ramp up their humanoid and robotics businesses, mass production and sales are expected to begin next year. The expansion of AI infrastructure investment and reduced data processing times will accelerate the growth of the humanoid and robotics industries beyond previous expectations."

In particular, Korea is focusing on supplying components and securing supply chains rather than finished products in the global competition. Leveraging its competitiveness in smartphones, Korea can supply a variety of components such as camera modules, actuators, motors, and OLED displays through vertical integration. Researcher Park added, "Within the LG Group, LG Innotek can supply camera modules and actuators, LG Display provides displays, and LG Electronics supplies motors. LG Electronics is also preparing to respond in the finished robot and humanoid fields, and its achievements in robotics are becoming increasingly visible."