[Edaily Reporter KIM YOON-JEONG ] HANMISemiconductorCO.,Ltd. is surging by more than 18% in early trading. This is believed to be driven by the company’s second-quarter operating profit exceeding market expectations, with its quarterly operating profit margin surpassing 50% for the first time in its history. The recovery in investor sentiment toward artificial intelligence (AI) semiconductor stocks on the New York Stock Exchange overnight, as concerns over U.S. inflation eased, also appears to have had a positive impact.

According to MP Doctor on the 15th, as of 9:26 a.m. today, HANMISemiconductorCO.,Ltd.(042700)is trading at 246,500 won, up 39,000 won (18.80%) from the previous trading day.
HANMISemiconductorCO.,Ltd. announced the previous day that its consolidated operating profit for the second quarter of this year was 130.3 billion won, a 51.0% increase year-over-year. The operating profit exceeded the market consensus of 121.0 billion won by about 8%. The operating profit margin reached a record high of 51.9%, surpassing 50% for the first time on a quarterly basis.
Revenue for the same period reached 251.1 billion won, a 39.5% increase year-over-year, marking the company’s highest quarterly revenue since its founding.
This earnings growth was driven by increased demand for thermal compression (TC) bonders for high-bandwidth memory (HBM) and micro saw and vision placement (MSVP) equipment, resulting from expanded investment in artificial intelligence (AI) semiconductors.
HANMISemiconductorCO.,Ltd. explained, “This was driven by rapidly increasing demand for TC (thermo-compression) bonders and MSVP (Micro Saw and Vision Placement) equipment for HBM (High Bandwidth Memory), as global semiconductor companies ramped up investment in production facilities in response to the expanding AI market.”
The across-the-board gains in the New York stock market overnight also appear to have contributed to the recovery in investor sentiment toward semiconductor stocks. On the 14th (local time), the S&P 500 index closed up 0.38%, while the tech-heavy Nasdaq Composite Index closed up 0.90%.
This was driven by the U.S. Consumer Price Index (CPI) for June coming in below market expectations, which weakened expectations for a benchmark interest rate hike by the Federal Reserve (Fed). As a result, investor sentiment across the AI and semiconductor sectors recovered, with U.S. memory semiconductor stocks—which had plummeted the previous day—rebounding.
At the same time, in the domestic market, SK hynix(000660)was trading at 2,132,000 won, up 219,000 won (11.45%) from the previous close, while SamsungElectronics(005930)was trading at 279,500 won, up 16,500 won (6.27%).