[Edaily Reporter Park Sun-Yeop ] As expectations for semiconductor investment in the Honam region grow for SamsungElectronics(005930)and SK hynix(000660), buying interest is spreading to power infrastructure-related stocks. Since large-scale semiconductor production facilities require a stable 24-hour power supply, issues related to securing power grids and baseload power are emerging as key investment themes.
According to MP Doctor on the 29th, SMP(012210)was trading at 7,460 won as of 10:07 a.m. that day, up 590 won (8.59%) from the previous trading day.

Market attention is focused on the “Public Briefing on the Three Major Mega Projects for Korea’s Great Leap Forward,” scheduled for this afternoon. With SamsungElectronics Chairman Lee Jae-yong and SK Group Chairman Choi Tae-won expected to attend, expectations are building that the government and major companies will unveil investment plans centered on semiconductors, physical AI, and data centers.
In particular, as the possibility of establishing a semiconductor cluster in the Honam region has been raised, attention has shifted to demand for related infrastructure. Semiconductor production lines are considered a prime example of a power-intensive industry, as they require the constant operation of advanced process equipment, cleanrooms, and cooling systems. Analysts note that if a new cluster is established, discussions will inevitably extend beyond production facilities to include power transmission grids, power generation facilities, and securing a stable power supply.
The Honam region is considered to have relatively abundant renewable energy resources, such as solar and wind power. However, some point out that renewable energy generation is highly volatile, and that expanding the transmission grid and securing baseload power must go hand in hand to ensure a stable power supply to large-scale industrial complexes. For this reason, nuclear power infrastructure—including the decision on whether to extend the operating life of the Hanbit Nuclear Power Plant in Yeonggwang, South Jeolla Province—is being discussed alongside plans for the semiconductor cluster.
Amid this trend, Sammi Metal Products Co., Ltd. is drawing attention as a stock in the nuclear power component sector. Sammi Metal Products Co., Ltd. is a company that has been supplying large steam turbine blades for nuclear power plants to DOOSAN ENERBILITY. According to the company, Sammi Metal Products Co., Ltd. succeeded in localizing nuclear power plant turbine blades in 1994 and has supplied products to domestic nuclear power projects such as Saeul Units 3 and 4 and Shin Hanul Units 3 and 4.
It also has a track record of supplying to overseas nuclear power plants. Sammi Metal Products Co., Ltd. has supplied turbine blades to the Barakah Nuclear Power Plant in the United Arab Emirates (UAE), which is considered South Korea’s first overseas nuclear power plant export. The company has continued to secure orders by signing supply contracts for nuclear power plant turbine blades last year and early this year.
Turbine blades are core components that convert the kinetic energy of high-temperature, high-pressure steam into rotational force to transmit power to the generator. It is assessed that demand for these blades may arise not only in the construction of new nuclear power plants but also during the maintenance, repair, and operation (MRO) of existing plants.