[Click e-Stock] "Samyang NC Chem to Benefit from Semiconductor Industry Recovery"

On December 4, Yuanta Securities stated that Samyang NC Chem is likely to see improved performance due to the recovery in the semiconductor industry.

Kwon Myungjun, a researcher at Yuanta Securities, forecasted, "Next year, the memory semiconductor industry is expected to enter a phase of structural advancement in Korea, as rising prices continue and supply efficiency and technological transitions align."

He explained, "In the first half of next year, memory suppliers are expected to gain the upper hand in price negotiations, while in the second half, increased server investments by hyperscalers and enterprises will drive top-line growth."

He further analyzed, "If Japan's export restrictions on photoresists to China disrupt Chinese semiconductor manufacturing, demand for domestic memory semiconductors is highly likely to increase." He added, "Samyang NC Chem has secured both domestic and Japanese companies as clients, so an increase in domestic memory semiconductor shipments will lead to improved performance."