HANMI Semiconductor was strong early on the 26th. Nvidia's strong earnings report appears to be having a positive impact across Korea's semiconductor stocks.
As of 10:32 a.m., HANMI Semiconductor was trading at 240,500 won, up 26,000 won (12.12%) from the previous session. It climbed as high as 249,000 won intraday, setting a 1-year high.
Nvidia's "earnings surprise" report appears to have acted as a tailwind. Early this morning, Nvidia said last year's fourth-quarter revenue came in at $68.13 billion, far above the estimate of $66.2 billion. Earnings per share (EPS) also beat expectations at $1.62 versus $1.53.
HANMI Semiconductor is a "TC bonder (thermocompression equipment)" company for high-bandwidth memory (HBM), a core component of artificial intelligence (AI) chips. It supplies equipment to major memory chip companies such as Samsung Electronics and SK hynix. HANMI Semiconductor captured the No. 1 position last year with a 71% share in the TC bonder market for HBM processes.