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.
First quarter 2026 earnings release. Given recent positive performance and major contracts, market expectations are likely elevated; scheduled.
Next earnings report for Q1 2026 is scheduled
Q1 2026 earnings release on May 14, 2026, for which a medium impact is estimated due to the historical volatility associated with quarterly financial results, scheduled.
Q1 2026 earnings release scheduled. Analysts forecast a significant performance increase in 2026, driven by the operation of the US plant supplying Samsung's Taylor factory, with Q2 expected to be a turning point expected.
First quarter 2026 earnings release scheduled. As a key indicator of performance, this event is expected to have a significant market impact of approximately 5%.
First quarter 2026 earnings release on 2026-05-08. Analysts forecast results potentially missing market expectations, so importance is estimated as Medium scheduled.
Samsung Electronics Q1 2026 financial results announcement on 2026-04-30 with operating profit surging 756% to KRW 57.2 trillion; high impact estimated as this significantly beats market expectations, expected.
Announcement of Q1 2026 results with record revenue of KRW 3.21 trillion (+17% YoY) and operating profit of KRW 280.6 billion (+40% YoY), beating market expectations. The strong performance was driven by high demand for AI server and automotive components like FC-BGA and MLCC. The company also announced plans to more than double its 2026 capital expenditure to meet AI-related demand. High importance is estimated as the significant earnings beat and aggressive investment plans are likely to drive a price impact of 10% or more, expected.
Announced a 'Corporate Value-Up Plan' on Apr 30, 2026, detailing strategies for shareholder returns, long-term sales growth, and ESG commitments. A medium impact is estimated as such plans typically improve investor sentiment and valuation.
Board of Directors approval of Q1 2026 dividend of KRW 372 per share on 2026-04-30, with total payout of KRW 2.45 trillion and payment on 2026-05-29; low impact estimated as this is a routine corporate action, scheduled.
Reported Q1 2026 consolidated revenue of KRW 5.06 trillion and operating profit of KRW 340.8 billion on April 29, 2026, significantly exceeding market expectations. The 71.7% YoY growth in operating profit is estimated to result in a price impact of over 10% and is scheduled.
Announced Q1 2026 earnings with revenue of KRW 346.3 billion (+60.8% YoY) and operating profit of KRW 51.3 billion, a significant turnaround to profit from a loss in the previous year, beating market expectations; high impact estimated due to the significant profit turnaround.
Q1 2026 preliminary earnings released, reporting revenue of 95.39B KRW (+21.7% YoY) and operating profit of 28.55B KRW (+21.6% YoY), beating market consensus.
Announced on April 28, 2026, a Q1 2026 cash dividend of KRW 1,000 per share with a record date of May 13, 2026. This dividend is estimated to result in a price impact of at least 1% and is scheduled.
Announced Q1 2026 preliminary earnings on 2026-04-27, with revenue of KRW 68.3 billion (YoY +115%) and operating profit of KRW 23.6 billion (YoY +237%), beating market expectations due to strong demand for AI semiconductor test sockets. High importance is assigned as this significant earning surprise is estimated to cause a >10% price impact.
Analysts at BNK Investment & Securities maintained a 'Hold' rating on April 27, 2026, citing concerns of a potential slowdown in the second half of the year estimated.
CEO Kwak Dong-shin is scheduled to acquire approximately 3 billion KRW worth of company shares on April 27, 2026, signaling confidence in the company's growth. Estimated price impact >=1% due to positive insider sentiment scheduled.