[Click eStock] "Semiconductor Stocks: Use Corrections as Opportunities to Increase Holdings"

Hana Securities has predicted that, with tariff risks between the United States and China resurfacing, a price correction in semiconductor-related stocks is inevitable. However, the firm advised that for memory companies, whose stock prices can rise based on fundamentals, investors should view any price correction as an opportunity to increase their holdings.

Kim Rokho, a researcher at Hana Securities, stated, "Samsung Electronics and SK Hynix continue to reach new record highs," explaining, "This is because the outlook for the memory market remains positive in the mid- to long-term, driven by server demand."

He added, "It is becoming increasingly likely that a tight supply-demand balance will persist next year," and noted, "The Taiwanese market research firm Trend Force also mentioned that memory prices are expected to rise every quarter next year."

He emphasized, "Market expectations for the third-quarter earnings of Samsung Electronics and SK Hynix are likely to continue to be revised upward until their reports are released," adding, "Samsung Electronics will announce its preliminary third-quarter results on October 14."

Researcher Kim projected, "The market consensus for operating profit is 1.01 trillion won," and predicted, "Given the trends in exchange rates and rising memory prices, there is a high possibility that results will exceed market expectations." He continued, "On October 16, TSMC will announce its third-quarter results," analyzing, "The key points to watch are the increased share of advanced processes due to new Apple product launches and whether profitability improves."

He advised, "For companies in semiconductor materials, components, and equipment, strong demand from servers is driving the memory market, and there are expectations for increased investment." He added, "Since related disclosures are expected between the end of this year and early next year, investment strategies for equipment companies remain valid until such announcements, including order disclosures, are made."