HanmiSemicon +5% Rally, Why Money Poured into HBM-Linked Stocks?

KOSDAQ is heating up, much more than yesterday!!!

On the confirmed close of 2026-10-06, KOSDAQ was 919.92, up 2.98%, and KOSPI was 6,941.39, down 0.89%. (data pulled 2026-10-07 08:20 KST)

Retail investors asked whether only HBM names were being pumped and why SK Hynix was weak intraday.

The answer is simple, within the semiconductor ecosystem money flows first into names whose demand links directly to materials and supply.

What happened to HBM-related stocks yesterday? (source: recent headlines)

HanmiSemicon, YC, Winpack showed some names up in the 5% range.

SK Hynix and Samsung Electronics showed intraday weakness.

Large flows concentrated into HBM-related names, and mentions of 'AI demand' increased in headlines.

HBM demand expectations concentrated buying into specific suppliers.

Definition note → HBM: high bandwidth memory, directly tied to AI server memory demand.

What are the overseas signals?

In the U.S., materials, communication, and energy sectors were up (around +1% each).

Many articles still portray Nvidia as the leading AI chip winner.

Global AI demand and Nvidia momentum support expectations for Korean HBM demand.

What is the market temperature?

KOSDAQ strength of 2.98% signals inflows to small caps and theme trades.

KOSPI -0.89% shows large cap weakness coexisting.

This is a day of 'large cap weakness and small cap strength' occurring together.

To answer what to watch in one line, monitor HBM supply-demand, SK Hynix flows, and overseas AI momentum together.

So, up or down

Downward pressure

• SK Hynix - weakness, burden on large memory names
• Bitcoin ETF outflows - potential expansion of crypto-related risk
• U.S. Treasury and rate volatility - factor weakening risk appetite

Supportive factors

• HBM-related stock strength - some names up about 5%, signal of concentrated demand
• Nvidia and AI momentum - many articles, demand expectations sustained
• KOSDAQ strength 2.98% - possible small cap fund inflows

For reference only.

PickStock 💡

※ This article is for information only and is not investment advice.
※ Investment decisions and responsibility lie with the investor.
※ Figures are as of the time of writing and may change.

This article is for information only and is not investment advice.