KRX AI Semiconductor Index
The index consists of 20 companies listed in South Korea that are closely related to AI semiconductors.
Sentiment Summary
Recent Events
Q1 2026 earnings release scheduled. Previous results showed improvement and analysts forecast growth from HBM sales. Estimated 5% impact based on earnings trends scheduled.
Q1 2026 earnings release scheduled. Analysts forecast strong results, including the recognition of revenue deferred from Q4 2025, forecasted. Medium importance is estimated based on the 6% impact of the prior deferral, expected.
Q1 2026 earnings release on May 18, 2026, scheduled
HPSP is scheduled to announce its Q1 2026 earnings results on May 14, 2026; a ≥1% impact is estimated for the date announcement scheduled.
Q1 2026 earnings release is scheduled for 2026-05-08. Analysts have forecasted weak results, so a significant market reaction is possible; scheduled.
Full Q1 2026 earnings results scheduled to be released on April 30, 2026; high importance is estimated due to the significant market impact of final earnings results, expected.
Q1 2026 earnings release on 2026-04-30, with importance estimated based on the potential for significant market reaction, scheduled.
Simmtech is scheduled to release its Q1 2026 earnings report on April 30, 2026, as analysts forecast; High importance is estimated due to the anticipated impact of the company's strong H1 2026 guidance, and is forecasted.
Q1 2026 earnings release scheduled for 2026-04-30. Analysts forecast a record-high quarterly profit driven by strong demand for AI-related electronic materials, which is estimated to have a medium price impact, forecasted.
Q1 2026 earnings release, with a low impact estimated as the announcement of the release date typically has minimal immediate market impact, is scheduled.
Q1 2026 earnings release scheduled. This routine announcement is estimated to have a price impact of approximately 1%, scheduled.
SK Hynix is scheduled to announce its Q1 2026 earnings on April 23, 2026. Analysts forecast a significant increase in operating profit, with some estimates reaching around 40 trillion KRW, driven by the surge in demand and prices for AI memory like HBM and general-purpose DRAM. scheduled
Korea Investment & Securities forecasted HPSP's Q1 2026 earnings to be below consensus, with revenue of KRW 31.6 billion and operating profit of KRW 15.8 billion, while raising the target price; a ≥5% impact is estimated due to the mixed outlook forecasted.
Preliminary Q1 2026 consolidated earnings with revenue of 52.4 billion KRW (+51.5% YoY) and operating profit of 9.71 billion KRW (+444.0% YoY) expected; high impact estimated due to exceptional profit growth.
Semiconductor test equipment supply contract with Micron Memory Malaysia worth 22.86 billion KRW (14.37% of 2025 revenue) scheduled; high impact estimated as contract exceeds 10% of annual revenue.
Announced a contract with Samsung Electronics to supply semiconductor manufacturing equipment worth KRW 39.5 billion, equivalent to 12% of 2025 revenue. The contract was disclosed on April 13, 2026.
Announced a KRW 42.16 billion supply contract with Samsung Electronics on April 13, 2026, representing 15.46% of recent revenue. High importance is assigned as the contract value exceeds 10% of annual revenue. The contract period is from April 10, 2026, to December 31, 2026.
Dongjin Semichem announced the early termination of its KRW 20 billion treasury stock acquisition trust contract and the cancellation of 414,900 shares on 2026-04-13, with the cancellation to be completed within one month; a ~5% impact is expected.