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South Korean (KOSPI) Semiconductors Industry Analysis
UpdatedNov 20, 2025
DataAggregated Company Financials
Companies225
- 7D-6.8%
- 3M100.4%
- 1Y180.0%
- YTD171.8%
Over the last 7 days, the Semiconductors industry has dropped 8.7%, driven by a pullback from SK hynix of 6.7%. Meanwhile, ISC actually outperformed within the industry, gaining 14% in the last week. In the past year, the industry has gained 174%. As for the next few years, earnings are expected to grow by 23% per annum.
Industry Valuation and Performance
Has the South Korean Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Nov 2025 | ₩476.5t | ₩129.0t | ₩36.8t | 17.8x | 12.9x | 3.7x |
| Sun, 19 Oct 2025 | ₩414.5t | ₩121.8t | ₩29.9t | 23.7x | 13.9x | 3.4x |
| Tue, 16 Sep 2025 | ₩307.5t | ₩121.8t | ₩29.9t | 20.3x | 10.3x | 2.5x |
| Thu, 14 Aug 2025 | ₩264.4t | ₩120.9t | ₩30.0t | 17.2x | 8.8x | 2.2x |
| Sat, 12 Jul 2025 | ₩274.5t | ₩114.9t | ₩27.2t | 14.7x | 10.1x | 2.4x |
| Mon, 09 Jun 2025 | ₩221.0t | ₩114.7t | ₩27.1t | 14.1x | 8.1x | 1.9x |
| Wed, 07 May 2025 | ₩188.7t | ₩114.1t | ₩27.3t | 12.5x | 6.9x | 1.7x |
| Fri, 04 Apr 2025 | ₩194.2t | ₩109.0t | ₩21.1t | 13.4x | 9.2x | 1.8x |
| Sun, 02 Mar 2025 | ₩198.3t | ₩99.4t | ₩11.3t | 17.7x | 17.5x | 2x |
| Tue, 28 Jan 2025 | ₩222.1t | ₩99.5t | ₩11.4t | 17x | 19.5x | 2.2x |
| Thu, 26 Dec 2024 | ₩175.0t | ₩99.6t | ₩11.4t | 15.3x | 15.4x | 1.8x |
| Sat, 23 Nov 2024 | ₩178.7t | ₩99.0t | ₩11.4t | 14.4x | 15.6x | 1.8x |
| Mon, 21 Oct 2024 | ₩196.5t | ₩90.2t | ₩3.5t | 14.7x | 55.6x | 2.2x |
| Wed, 18 Sep 2024 | ₩177.0t | ₩84.6t | ₩3.4t | 14.8x | 51.7x | 2.1x |
| Fri, 16 Aug 2024 | ₩202.4t | ₩80.1t | -₩3,514,686,783,286.00 | 19.3x | -57.6x | 2.5x |
| Sun, 14 Jul 2024 | ₩250.7t | ₩80.2t | -₩3,557,367,098,196.00 | 24x | -70.5x | 3.1x |
| Tue, 11 Jun 2024 | ₩235.9t | ₩80.3t | -₩3,668,228,003,216.00 | 23.3x | -64.3x | 2.9x |
| Thu, 09 May 2024 | ₩216.2t | ₩72.6t | -₩8,084,112,281,904.00 | 26.1x | -26.7x | 3x |
| Sat, 06 Apr 2024 | ₩219.8t | ₩72.6t | -₩8,105,933,687,610.00 | 25.3x | -27.1x | 3x |
| Mon, 04 Mar 2024 | ₩189.1t | ₩70.0t | -₩10,467,712,011,014.00 | 19.4x | -18.1x | 2.7x |
| Wed, 31 Jan 2024 | ₩171.9t | ₩70.3t | -₩10,597,165,186,674.00 | 19.4x | -16.2x | 2.4x |
| Fri, 29 Dec 2023 | ₩174.5t | ₩70.7t | -₩10,538,007,895,734.00 | 19.3x | -16.6x | 2.5x |
| Sun, 26 Nov 2023 | ₩160.7t | ₩71.4t | -₩10,009,684,271,292.00 | 16x | -16.1x | 2.3x |
| Tue, 24 Oct 2023 | ₩150.8t | ₩74.4t | -₩6,187,041,130,955.00 | 12.7x | -24.4x | 2x |
| Thu, 21 Sep 2023 | ₩151.3t | ₩74.4t | -₩6,187,368,857,507.00 | 14.6x | -24.5x | 2x |
| Sat, 19 Aug 2023 | ₩153.3t | ₩82.9t | ₩509.4b | 13.7x | 300.8x | 1.8x |
| Mon, 17 Jul 2023 | ₩154.5t | ₩82.9t | ₩705.1b | 14.9x | 219.2x | 1.9x |
| Wed, 14 Jun 2023 | ₩149.1t | ₩82.9t | ₩712.9b | 14.7x | 209.1x | 1.8x |
| Fri, 12 May 2023 | ₩122.7t | ₩95.6t | ₩5.9t | 11.7x | 20.9x | 1.3x |
| Sun, 09 Apr 2023 | ₩129.7t | ₩95.6t | ₩6.0t | 12.5x | 21.7x | 1.4x |
| Tue, 07 Mar 2023 | ₩122.9t | ₩102.4t | ₩15.7t | 10.5x | 7.8x | 1.2x |
| Thu, 02 Feb 2023 | ₩119.4t | ₩102.5t | ₩15.8t | 9.6x | 7.6x | 1.2x |
| Sat, 31 Dec 2022 | ₩101.8t | ₩102.6t | ₩15.8t | 8.6x | 6.4x | 1x |
| Mon, 28 Nov 2022 | ₩115.1t | ₩102.3t | ₩15.7t | 9.9x | 7.3x | 1.1x |
Price to Earnings Ratio
7.3x
Current Industry PE
- Investors are pessimistic on the South Korean Semiconductor industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 12.9x which is lower than its 3-year average PE of 23.0x.
- The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 3.7x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have grown 33% per year over the last three years.
- Revenues for these companies have grown 8.0% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the South Korean Tech industry?
| KR Market | -3.76% | |
| Tech | -4.13% | |
| Semiconductors | -6.79% | |
| Semiconductors | -6.58% | |
| Semiconductor Equipment | -8.12% | |
Industry PE
- Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 39.3x.
- Analysts are expecting annual earnings growth of 40.7%, which is higher than its past year's earnings growth of 29.7% per year.
- Investors are most pessimistic about the Semiconductors industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 41% over the next 5 years.
- This is better than its past earnings growth rate of 30% per year.
- In contrast, the Semiconductors industry is expected to see its earnings grow by 21% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A095340 ISC | ₩80.30k | 8.5% +₩128.9b | 51.8% | PE39.8x | |
| A323280 TaesungLtd | ₩38.75k | 3.1% +₩35.1b | 57.2% | PE4813x | |
| A094170 Dongwoon Anatech | ₩20.90k | 5.9% +₩23.4b | 25.3% | n/a | |
| A090470 JASTECH | ₩4.72k | 38.8% +₩22.9b | -5.8% | PS1.9x | |
| A177900 3A Logics | ₩7.06k | 15.2% +₩8.9b | n/a | PE9.6x |
