Hana Micron (067310): Where It Stands — 2026-10-09 Deep Dive
2026-10-09 · semiconductor · Hana Micron data page
As of 2026-10-08 (Seoul close). Live numbers on the Hana Micron data page.
| Metric | Value |
|---|---|
| Close | ₩50,200 |
| Day | +1.11% |
| 5d / 20d / 60d | +5.46% / +38.10% / +42.61% |
| 52w position | 81.9% (₩20,400–₩56,800) |
| MA20 / MA60 | ₩42,670 / ₩37,390 |
Market Action: Counter-Trend Resilience and Technical Extension
Hana Micron (KRX: 067310) closed at ₩50,200 on October 8, 2026, gaining 1.11% on the session. This positive performance stood out against a sharp broad-market retreat, with the benchmark KOSPI falling 2.62% and the tech-heavy KOSDAQ shedding 0.69%.
Today’s gain extends a sustained multi-week rally. Hana Micron has advanced 5.46% over the past 5 trading sessions, 38.10% over 20 days, and 42.61% over 60 days. The stock’s 20-day return of 38.10% significantly outpaced the broader Korean semiconductor peer group, where covered names recorded a median 20-day gain of 14.12%.
Price / Valuation Metrics:
- Close: ₩50,200 (+1.11%)
- 52-Week Range: ₩20,400 – ₩56,800 (Current: 81.9% of range)
- 20-Day Moving Average: ₩42,670 (Spread: +17.65%)
- 60-Day Moving Average: ₩37,390 (Spread: +34.26%)
- Daily Net Flows: Foreign +83,078 shares | Institutional -27,437 shares
From a chart perspective, the equity is extended well above its medium-term trendlines. At ₩50,200, the stock sits 17.65% above its 20-day moving average (₩42,670) and 34.26% above its 60-day moving average (₩37,390). It is currently positioned at 81.9% of its 52-week trading band (₩20,400 to ₩56,800), hovering within striking distance of its 52-week high.
Flow data revealed divergent market participant behavior today: foreign investors were net buyers of 83,078 shares, absorbing selling pressure from domestic institutions, which offloaded 27,437 shares net.
Fundamental Drivers: OSAT Leverage and Memory Outsourcing
Hana Micron’s outperformance relative to its domestic semiconductor peers reflects structural dynamics within Korea’s Outsourced Semiconductor Assembly and Test (OSAT) landscape:
- Vietnam Expansion and SK Hynix Volumes: Hana Micron’s growth narrative centers on Hana Micron Vina, its subsidiary in Bac Giang, Vietnam. Backed by long-term packaging and test outsourcing agreements with SK Hynix, the ramp of these facilities has transitioned the company from a domestic test house into a critical regional volume partner for standard and server DRAM packaging. As tier-one memory makers allocate capital expenditures toward high-bandwidth memory (HBM) and front-end processes, back-end outsourcing for mainstream computing and mobile memory has expanded.
- Samsung Electronics Packaging Allocation: Beyond SK Hynix, Hana Micron maintains an established footprint packaging mobile and consumer ICs for Samsung Electronics. The market has rewarded Korean OSATs that capture spillover turnkey packaging orders, particularly as domestic IDMs (Integrated Device Manufacturers) look to lower manufacturing costs through third-party packaging partners.
- Foreign Accumulation: The net purchase of 83,078 shares by foreign accounts today continues a trend of offshore capital positioning in high-beta beneficiaries of the broader memory supply chain recovery, contrasting with the institutional rebalancing visible in today’s 27,437-share domestic outflow.
Risks and Caveats
- Customer Concentration: Hana Micron’s top line is heavily leveraged to the procurement cycles and outsourcing budgets of just two domestic giants: SK Hynix and Samsung Electronics. Any revision to production schedules or an in-sourcing shift by either customer would directly affect capacity utilization.
- Technical Overheating: Trading 17.65% above its 20-day moving average and at 81.9% of its 52-week range, the stock is technically stretched. Institutional net selling (-27,437 shares) suggests domestic funds may be locking in gains following the 38.10% 20-day run.
- Macro and Market Beta: While Hana Micron decoupled from the market today, prolonged weakness in the KOSPI (-2.62%) and broader macroeconomic deceleration could eventually curb risk appetite for high-beta mid-cap semiconductor suppliers.
This note was produced by Chip & Cell’s data pipeline with model-assisted analysis. It is not investment advice; verify all figures against primary sources.
Not investment advice. Figures are as of publication and may contain errors — see methodology.