Semiconductor
Korea's flagship export sector: memory giants Samsung Electronics and SK Hynix plus the KOSDAQ equipment, materials and test ecosystem around them. We cover 15 names.
Value chain
Design & IP
Equipment
Chip Manufacturing
- Gaonchips — Design house in Samsung Foundry's SAFE partner programme. It designs chips for fabless customers and does not manufacture.
Documented supply relationships within our coverage (14)
Only relationships we could trace to a citable source are listed. Contract values are as contracted, not as delivered.
From disclosures and company announcements
- Hanmi Semiconductor → SK Hynix: ₩44.2bn contract for TC Bonder 4.5 Griffin thermo-compression bonders for HBM4 (source, 2026)
- Wonik IPS → Samsung Electronics: ₩25.2bn semiconductor manufacturing equipment supply contract (source, 2019)
- Hana Micron → SK Hynix: OSAT turnkey packaging, test and module assembly; Vietnam plant runs a dedicated line (source, 2025)
- Dongjin Semichem → Samsung Electronics: Photoresist and semiconductor materials — 37.9% of Dongjin's revenue (source, 2023)
- Dongjin Semichem → SK Hynix: Semiconductor materials — 9.9% of Dongjin's revenue; HBM CMP slurry from 2024 (source, 2023)
Reported by the trade press, not contract disclosures
- Jusung Engineering → SK Hynix: Sole-sourced the full order of high-k ALD deposition tools for next-generation DRAM (source, 2021)
- Soulbrain → Samsung Electronics: Etchants and cleaning chemicals; sole supplier of the copper-removal CMP slurry used in HBM (source, 2023)
- Soulbrain → SK Hynix: Etchants and cleaning chemicals; sole supplier of the copper-removal CMP slurry used in HBM (source, 2023)
- HPSP → Samsung Electronics: High-pressure hydrogen annealing tools, stated on the record in a patent-court filing (source, 2026)
- HPSP → SK Hynix: High-pressure hydrogen annealing tools, stated on the record in a patent-court filing (source, 2026)
- EO Technics → Samsung Electronics: Sole supplier of DRAM laser annealing equipment; laser markers across semiconductor lines (source, 2024)
- ISC → Samsung Electronics: Test sockets across memory and non-memory; named as the largest customer (source, 2023)
- Leeno Industrial → Samsung Electronics: Test pins and sockets; named among the company's global customers (source, 2026)
- Leeno Industrial → SK Hynix: Test pins and sockets; named among the company's global customers (source, 2026)
Coverage
As of 2026-10-16 (Seoul close)
Median 20-day return across the 15 covered names: -1.1% · 15 advancing / 0 declining on the last session.
| Name | Close | Day | 20-day | 52w position |
|---|---|---|---|---|
| Hana Micron 067310 | ₩40,950 | +10.38% | +24.66% | 54.3% |
| Leeno Industrial 058470 | ₩71,000 | +8.07% | +10.59% | 25.8% |
| Dongjin Semichem 005290 | ₩41,800 | +5.69% | +7.32% | 29.7% |
| HPSP 403870 | ₩54,200 | +13.63% | +6.48% | 47.1% |
| EO Technics 039030 | ₩446,000 | +7.60% | +4.82% | 56.7% |
| Soulbrain 357780 | ₩337,500 | +2.90% | +4.17% | 40.9% |
| Jusung Engineering 036930 | ₩209,500 | +6.29% | +3.46% | 71.4% |
| Wonik IPS 240810 | ₩108,300 | +9.17% | -1.10% | 45% |
| Gaonchips 399720 | ₩38,200 | +9.61% | -2.92% | 7.4% |
| DB HiTek 000990 | ₩107,400 | +7.40% | -3.94% | 32.3% |
| TCK 064760 | ₩240,500 | +9.82% | -6.05% | 48.6% |
| Hanmi Semiconductor 042700 | ₩209,000 | +11.94% | -7.52% | 36.3% |
| ISC 095340 | ₩160,200 | +12.98% | -10.20% | 43.8% |
| Samsung Electronics 005930 | ₩216,500 | +4.34% | -12.88% | 47.6% |
| SK Hynix 000660 | ₩1,268,000 | +2.42% | -24.66% | 35.8% |