The world's most bull chip "Demon Stock" was born.
As of May 24, the stock price of Hanmi Semiconductor rose to 14,7700 won. The cumulative increase in the year has reached 138%. Compared with the end of 2022, the cumulative stock price increased by nearly 1200%.Such a fierce increase even crushed the global chip leader's Nivisnda's stock price performance.
The main reason for the company's stock price is that TC Bonder, the core product of Han and American Semiconductor Corporation, has stepped on the global wave of AI and has been fried by funds.In addition, the company is expected to be included in the KOSPI 200 index of the South Korean Blue Chip Index in June this year, which has also triggered further betting on market funds.
It is worth noting that after 1200%of the skyrocketing, foreign investors with a keen sense of smell seem to have begun to sell the stocks of Han and American semiconductor companies.The latest data shows that as of Wednesday, the shareholding ratio of foreign investment in Korean and American semiconductors has dropped from 16.5%in mid -February to 13.2%.Among them, a very high valuation may be one of the risk points for foreign concerns. At present, South Korean and American semiconductors are the "most expensive stocks" in chip -related industries in the Asia -Pacific region.
Grow up 1200%
The world's best chip stocks are soaring all the way.As of May 24, the stock price of Hanmi Semiconductor rose to 14,7700 won. The cumulative increase in the year has reached 138%. Compared with the end of 2022, the cumulative stock price increased by nearly 1200%.Bangalore Stock Exchange
Such a fierce increase even crushed the global chip leader's Nivisnda's stock price performance.Since the end of 2022, the cumulative increase in Nvidia's stock price has increased by 610%.Indore Stock
The Korean and American semiconductor companies have not only become the best stocks in the MSCI Asia -Pacific Index, but also one of the most overestimated stocks in the chip industry in the Asia -Pacific region.Lucknow Stock
The main reason for the company's stock price is that TC Bonder, the core product of Han and American Semiconductor Corporation, has stepped on the global wave of AI and has been fried by funds.Hyderabad Wealth Management
According to information, Han and American semiconductor companies are the upstream memory manufacturers of AI chips, which are the world's largest wafers cleaning, drying and sorting equipment companies.Its core product TC Bonder is mainly supplied to SK Hynix and is used to produce HBM (High Bandwidth Memory, high -bandwidth memory), and finally the product is shipped to the downstream manufacturer Nvidia and other giants.Guoabong Wealth Management
The core of AI hardware is computing power and profile, HBM high bandwidth, low power consumption and other advantages are significant, which is the key to computing power performance.Therefore, HBM is a special next -generation memory semiconductor designed for high -performance AI operations.The production of HBM needs to use Dual TC Bonder and connect multiple DRAM through thermal compression method.
The TC Bonder of Han and American Semiconductor Corporation is a semiconductor chip for vertical stacking and connecting semiconductor chips made of silicon pores (TSV) technology.It is considered a must -have equipment in the HBM era.
Guo Dongxin, deputy general manager of Hanmei Semiconductor, said: "So far, Han and American semiconductors have applied for 109 key components patents and are based on excellent technical capabilities and professional knowledge.
For the past year, news giants have been purchased by chip giants to purchase Korean and American semiconductor products.In April of this year, some regulatory documents showed that Han and American Semiconductor Corporation won an order worth 22.6 billion won from Micron Technology, which will provide dual TC key machines for making HBM chips.
In March of this year, South Korean and American Semiconductor Corporation announced that it signed a supply contract of 21.5 billion won with SK Hynix, the world's second largest storage chip manufacturer.At present, the total amount of TC Bonder orders obtained from SK Hynix has reached 187.2 billion won.
In addition, it was previously reported that Han and American semiconductors are discussing an exclusive supply agreement with Samsung Electronics, involving the TC Bonder key machine equipment that is vital to HBM technology.
In addition to the company's products stepping on the AI wave, Kwak Dong Shin, CEO of Hanmei Semiconductor Corporation, buying the company's stock, which is also one of the reasons for the stock price to rise.
According to industry data, Kwak Dong Shin currently holds nearly 36%of the company's shares.
It is worth noting that the Korean and American semiconductor companies are expected to be included in the KOSPI 200 index of the South Korean Blue Chip in June this year.This has also triggered further betting of market funds.
After the stock price of Hanmei Semiconductor's company soared 1200%, foreign investors with a keen sense of smell seem to have begun to leave the market with a high level.
According to the latest data, foreign investors have gradually begun to reduce their holdings after buying the company's stock in 2023.As of Wednesday, the proportion of foreign investment in South Korean and American semiconductors has decreased from 16.5%in mid -February to 13.2%.
Analysts pointed out that from the perspective of continuous soaring stock prices, a series of favorable factors of this chip company have been fully priced. Once the favorable landing or failed to be fulfilled, funds will be sold wildly, which may trigger the stock price plunge.
In addition, a very high valuation may also be a risk point for foreign concerns.
Compared with future revenue expectations, the current Korean and American semiconductor is the "most expensive stock" in chip -related industries in the Asia -Pacific region.
Data show that the current transaction price of South Korean and American semiconductors is about 80 times the expected income next year. This price -earnings ratio indicator is higher than all other stocks in the FactSet Asian Semiconductor Index.
Ahn Hyunsang, chief executive officer of the South Korean Investment Research Institute, said, "CEO's practice of continuously buying the company's stock is very special. From the perspective of the price -earnings ratio, the stock price of Korean and American semiconductors is very expensive, so I'm not sure if this wave of ups and dynamics is still stamina."" "
Yoon Joonwon, the fund manager of DS Asset Management, pointed out that the company needs to realize the annual net income of 1 trillion won in order to prove that its current valuation is reasonable.
According to the company's financial report, the net income in 2023 was only 267.2 billion won.
但摩根大通分析师Jay Kwon认为，2023年业绩疲弱主要受到全球半导体市场疲软的拖累，预计韩美半导体公司将在2024年迎来“强劲复苏”，并有可能通过获得更多订单从而带来新The uplink space.
According to the financial information company F & Guide on the 13th (the average prediction of brokers), the consolidated sales and operating profit of South Korea -American Semiconductor in 2024 are expected to be 441.8 billion won and 148.3 billion won, respectively, an increase of 177.8%and 328.6%year -on -year, respectively.
It is worth noting that the South Korean authorities suddenly launched the "chip war".On May 23, local time, South Korean President Yin Xiyue announced a semiconductor industry support plan of up to 26 trillion won (about 140 billion yuan).
Yin Xiyue said that in order to support the large -scale investment in semiconductor enterprises, the government will implement a semiconductor financial support plan of 17 trillion won in the industrial bank (KDB).A 1 trillion won fund will also be established to support equipment manufacturers and chip design companies.
Some analysts pointed out that after the new semiconductor policy of South Korean authorities was launched, chip industry chain companies such as Samsung, SK Hynix, and South Korea -American semiconductor may benefit first.
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