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South Korean (KOSPI) Semiconductors Industry Analysis

UpdatedMar 27, 2026
DataAggregated Company Financials
Companies226
  • 7D-7.3%
  • 3M55.7%
  • 1Y279.5%
  • YTD38.8%

Over the last 7 days, the Semiconductors industry has dropped 7.3%, driven by SK hynix declining 9.1%. Meanwhile, GemVax&KAELLtd actually outperformed within the industry, gaining 8.6% in the last week. This takes the industry's 12 month performance to a gain of 279%. As for the next few years, earnings are expected to grow by 37% per annum.

Industry Valuation and Performance

Has the South Korean Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Mar 2026₩803.3t₩143.1t₩44.2t26.3x18.2x5.6x
Sun, 22 Feb 2026₩788.8t₩142.3t₩44.3t20.3x17.8x5.5x
Tue, 20 Jan 2026₩632.4t₩129.2t₩37.1t17.5x17.1x4.9x
Thu, 18 Dec 2025₩469.1t₩129.1t₩37.1t16x12.6x3.6x
Sat, 15 Nov 2025₩477.9t₩128.8t₩36.8t20.3x13x3.7x
Mon, 13 Oct 2025₩387.8t₩121.8t₩29.9t23.2x13x3.2x
Wed, 10 Sep 2025₩272.7t₩121.8t₩29.9t17.5x9.1x2.2x
Fri, 08 Aug 2025₩250.3t₩120.9t₩30.0t15.1x8.3x2.1x
Sun, 06 Jul 2025₩256.8t₩114.9t₩27.2t15.2x9.4x2.2x
Tue, 03 Jun 2025₩206.2t₩114.6t₩27.1t13.5x7.6x1.8x
Thu, 01 May 2025₩182.2t₩108.9t₩21.1t12.5x8.6x1.7x
Sat, 29 Mar 2025₩200.6t₩108.9t₩21.0t12.4x9.5x1.8x
Mon, 24 Feb 2025₩217.9t₩99.4t₩11.3t18.5x19.2x2.2x
Wed, 22 Jan 2025₩219.4t₩99.5t₩11.4t17.3x19.3x2.2x
Fri, 20 Dec 2024₩179.2t₩99.8t₩11.4t15.5x15.8x1.8x
Sun, 17 Nov 2024₩180.6t₩90.2t₩3.5t13.3x51.3x2x
Tue, 15 Oct 2024₩198.1t₩90.2t₩3.5t15.2x56x2.2x
Thu, 12 Sep 2024₩170.7t₩90.2t₩3.5t14.4x48.2x1.9x
Sat, 10 Aug 2024₩187.8t₩80.1t-₩3,525,739,100,776.0018x-53.3x2.3x
Mon, 08 Jul 2024₩254.1t₩80.3t-₩3,621,946,464,236.0023.7x-70.1x3.2x
Wed, 05 Jun 2024₩222.9t₩80.2t-₩3,698,331,412,704.0023.3x-60.3x2.8x
Fri, 03 May 2024₩211.1t₩72.6t-₩8,084,112,281,904.0026.7x-26.1x2.9x
Sun, 31 Mar 2024₩218.9t₩72.5t-₩8,068,015,637,670.0025x-27.1x3x
Tue, 27 Feb 2024₩192.2t₩70.0t-₩10,467,712,011,014.0019.3x-18.4x2.7x
Thu, 25 Jan 2024₩178.6t₩70.3t-₩10,597,165,186,674.0019.7x-16.9x2.5x
Sat, 23 Dec 2023₩173.1t₩70.7t-₩10,538,007,895,734.0019.4x-16.4x2.5x
Mon, 20 Nov 2023₩161.4t₩72.2t-₩9,676,671,294,540.0015.1x-16.7x2.2x
Wed, 18 Oct 2023₩156.1t₩74.4t-₩6,187,794,570,287.0013.8x-25.2x2.1x
Fri, 15 Sep 2023₩158.4t₩74.4t-₩6,187,368,857,507.0014.6x-25.6x2.1x
Sun, 13 Aug 2023₩150.1t₩82.8t₩507.9b13.8x295.6x1.8x
Tue, 11 Jul 2023₩141.4t₩82.9t₩705.1b14.1x200.6x1.7x
Thu, 08 Jun 2023₩138.8t₩82.9t₩712.9b14.3x194.7x1.7x
Sat, 06 May 2023₩125.0t₩95.6t₩5.9t11.7x21.3x1.3x
Mon, 03 Apr 2023₩129.3t₩95.5t₩6.0t12.8x21.6x1.4x
Price to Earnings Ratio

21.6x


Total Market Cap: ₩129.3tTotal Earnings: ₩6.0tTotal Revenue: ₩95.5tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Semiconductors Industry Price to Earnings3Y Average 23.9x202420252026
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 18.2x which is lower than its 3-year average PE of 23.9x.
  • The 3-year average PS ratio of 2.5x is lower than the industry's current PS ratio of 5.6x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 95% per year over the last three years.
  • Revenues for these companies have grown 14% 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-4.79%
Tech-8.35%
Semiconductors-7.29%
Semiconductor Equipment-5.02%
Semiconductors-7.63%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 45.1x.
    • Analysts are expecting annual earnings growth of 41.2%, which is higher than its past year's earnings growth of 20.8% 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 21% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 36% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
A082270 GemVax&KAELLtd₩41.05k8.6%
+₩142.6b
18.0%PS24.5x
A200710 ADTechnologyLtd₩57.80k21.2%
+₩130.8b
266.3%PS6x
A213420 Duk San NeoluxLtd₩53.00k10.5%
+₩124.0b
91.7%PE24.5x
A131970 DOOSAN TESNA₩108.30k5.8%
+₩113.5b
313.4%PE56.6x
A078350 Hanyang Digitech₩34.85k28.1%
+₩111.6b
225.7%PE33.9x

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