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Market TodayChip Equipment and Materials Stocks Surge Alongside Semiconductor Giants

원리포트
2025-10-02

Shares of semiconductor materials, parts, and equipment makers rallied on October 2, boosted by strong gains in industry leaders Samsung Electronics (005930) and SK hynix (000660). Both large-cap chipmakers crossed symbolic thresholds in early trading, with Samsung topping 90,000 won and SK hynix surpassing 400,000 won.


As of 10:32 a.m., NanoCamTech (091970), a semiconductor new-materials developer, soared 29.89% to 717 won, hitting the daily upper limit.


Neosem (253590), a semiconductor test equipment specialist, jumped 15.29% to 12,290 won at the same time.


Other semiconductor-related stocks also advanced sharply, with Mirae Semiconductor (254490) up 8.08%, Rorze Systems (071280) gaining 7.32%, and NcTRON (101400), a non-memory audio chipmaker, surging 18.23%.


Market participants attributed the broad rally in semiconductor shares to news that Samsung Electronics and SK hynix will participate in OpenAI’s massive 700 trillion won artificial intelligence (AI) infrastructure project, which has boosted investor sentiment across the sector.

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ONE REPORT Co.Ltd.,    l    사업자등록번호 661-86-03204    ㅣ    4F, CS WIND bldg., 723, Eonju-ro, Gangnam-gu, Seoul, Republic of KOREA    ㅣ    대표   (822) 545_5798    ㅣ   report@onereport.co.kr



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