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
Next quarterly earnings release on August 19, 2026 scheduled
Q2 2026 earnings release scheduled. Low impact expected as the announcement of the date itself is a routine procedural event.
2Q 2026 earnings release scheduled for 2026-08-18. Analysts forecast strong full-year growth. Medium importance estimated as the market anticipates a turnaround from 1Q results, which is forecasted and scheduled.
ISC's Q2 2026 earnings report on August 18, 2026, is scheduled.
Samsung Asset Management announced an increase in its stake in ISC to 6.32% as of June 1, 2026, with the disclosure made on June 2, 2026.
Doosan Corp's stock price surged over 17% on June 1, 2026, as its subsidiary Doosan Robotics gained attention from an Nvidia partnership and broader AI sector interest, leading to a re-evaluation of the group's value; the stock experienced significant volatility, falling on June 2, 2026 expected.
Signed a KRW 93 billion contract with Samsung Electronics to supply semiconductor inspection equipment, an amount equivalent to 34.11% of 2025's revenue. The contract period is from May 29, 2026, to November 30, 2026.
Lost a patent invalidation trial against competitor YEST regarding its core '303 patent' for high-pressure annealing equipment, as reported on May 29, 2026. This ruling could weaken HPSP's monopolistic market position.
It was reported that the company's first-ever labor union was formed in March 2026, with over half of the employees joining to demand better working conditions and wages.
Announced participation in the Electronic Components and Technology Conference (ECTC) 2026 on May 28, 2026, presenting academic research on glass substrates for next-generation semiconductor packaging.