Chip tool stocks surge up to 9% on Samsung, SK’s $1.3 trillion Korea bet

Corporate ActionIndustry Impact 4
โดย Investing.com·Read original
Summary · why it matters

Shares of semiconductor equipment makers surged on Tuesday after South Korea announced that Samsung Electronics and SK Hynix plan to invest more than $500 billion in a new chip-making hub in the southwestern part of the country. KLA Corporation jumped 9.28% to $304.23, Applied Materials rose 6.02% to $736.46 after hitting a fresh 52-week high of $739.32, Lam Research gained 5.86% to $435.00, and ASML climbed 5.33% to $1,983.50 after reaching an intraday record of $1,990. The two Korean giants each committed about 400 trillion won, roughly $260 billion, to the hub, with an additional 81 trillion won, about $53 billion, earmarked for chip-packaging facilities in the central region. The initiative envisions four new memory chip plants in the southwest, diversifying from the companies’ current production centers in the Seoul area, and is part of a broader government push to strengthen capabilities in semiconductors, AI data centers, and AI-driven robotics. The decade-long investment horizon is expected to generate sustained order flows for equipment suppliers, with ASML’s extreme ultraviolet lithography machines seen as essential for leading-edge production.

Impact on stocks 6

Semiconductors▲ · 5 stocks
SK Hynix Inc
000660
▲ PositiveCapitalrelevance

SK Hynix is one of the two main investors committing ~$260B to the new chip hub, directly boosting its own capacity and future revenue.

Applied Materials Inc
AMAT
▲ PositiveDemandrelevance

Samsung and SK Hynix's $500B+ investment in chip hub will drive sustained orders for equipment suppliers like Applied Materials.

ASML Holding N.V.
ASML
▲ PositiveDemandrelevance

Samsung and SK Hynix's $1.3 trillion investment in new chip plants will drive sustained orders for ASML's EUV lithography machines.

KLA Corporation
KLAC
▲ PositiveDemandrelevance

KLA, as a semiconductor equipment maker, benefits from the massive investment by Samsung and SK Hynix.

Lam Research Corp
LRCX
▲ PositiveDemandrelevance

Lam Research is a key equipment supplier that will see increased orders from the Korean chip hub investment.

Artificial Intelligence▲ · 1 stocks
Samsung Electronics Co Ltd
005930
▲ PositiveCapitalrelevance

Samsung Electronics is a lead investor in the $500B+ chip hub, expanding its production capacity and long-term growth prospects.

Theme Impact 9

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