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[Alpha Biz=(Chicago) Reporter Paul Lee] Semiconductor post-process equipment stocks are soaring. Expectations that equipment can be supplied to large semiconductor companies such as Taiwan's TSMC and SK Hynix are cited as the background of the surge in stock prices.
The signal of a sharp rise in stock prices was shot by the company Protec with laser ripple. Protec jumped 67.04% from the 7th to the 16th.
Other equipment stocks also rose one after another. Laser Cell and STI rose 40.16% and 39.53%, respectively, from the 12th to this day. PSK Holdings rose 44.70% from the 13th to this day.
Protec's surge was due to the news that the company's exclusive supply contract with U.S. semiconductor post-process company Amco was lifted. Several semiconductor companies wanted to receive this equipment from Protech, but it was not possible due to exclusive contracts. With the end of the contract, TSMC, the world's No. 1 foundry company, is expected to bring in Protek's equipment.
Laser Cell's stock price has risen because Protec has surged and attracted attention under the same theme. Laser cells also make laser ripples. The company supplied equipment to TSMC in 2021.
AlphaBIZ 폴 리(hoondork1977@alphabiz.co.kr)