Psk Holdings Up, Hanmi Semiconductor and SK Hynix Rally, How Far Will HBM Demand Go?

HBM demand spark? Start with this first!!!

Overnight, US IT and semiconductor sector rose +2.30%.

Domestically, IT and semiconductor closed at +0.40% yesterday.

KOSPI: 7,033.92 (-0.25%) [2026-09-10 closing price].

KOSDAQ: 836.92 (+0.79%) [2026-09-10 closing price].

Retail investor:

"HBM is rising again, is it time to enter now?"

Straight answer: confirming demand comes first.

Why are HBM names back in the headlines? (source: signal bundle)

Psk Holdings, Hanmi Semiconductor, Samsung Electronics, SK Hynix, HBM-related names received multiple reports.

US IT and semiconductor +2.30%, there is overseas momentum.

Domestic IT and semiconductor +0.40%, showing synchronization.

AI and high-performance computing demand appears to be driving interest in HBM-related names.

Term note: HBM → high bandwidth memory, a device to match memory bandwidth to high-performance AI chips.

Why do overnight bitcoin and Apple news matter?

Multiple reports on Apple new iPhone and AI strategy could translate into signals for large customer demand.

Reports related to Nvidia portfolios act as a barometer for AI chip demand.

HBM demand ties to AI chip demand, so Apple and Nvidia news can be read as demand precursors.

What to focus on at today's open?

Flows: check whether foreign and institutional buying appears.

Demand confirmation: watch for additional Apple or data center customer news.

Sector spread: monitor whether other strong sectors like secondary batteries and robotics influence the move.

Retail investor:

"Does the leading stock react first?"

Quick look: the signal bundle repeatedly mentioned Psk Holdings, Hanmi Semiconductor, Samsung Electronics, SK Hynix.

Points to note

There are no confirmed earnings or supply contracts in the bundle.

Headlines are at the headline level, so avoid estimating detailed contract figures.

So, up or down

Downside forces

• Foreign selling, needs confirmation, could weaken flows

• Apple price pressure, concern about Apple demand slowdown

• Bitcoin and interest rate variables, risk on/off impact possible

Upholding forces

• US IT and semiconductor strength, positive external momentum

• Domestic IT and semiconductor rising together, sustained sector interest

• Multiple reports on HBM-related names, a signal of concentrated investor attention

For reference only.

PickStock 💡

※ This article is for information purposes and is not investment advice.

※ Investment decisions and responsibility rest with the investor.

※ Figures are as of the time of writing and may change.