Theme · AI Semis Layer 5 Bucket C · Tier C Conviction · WATCH

Hanmi Semiconductor

KRX:042700

Structural picks-and-shovel position in the AI Semis supply chain, Layer 5. Tier C conviction with research from AI Master Research.

★ Open deep dive View in TradingView ↗ ← Back to AI Semis

Two-Layer Verdict

Structural

BUY · structural picks-and-shovel position in the AI / Physical AI supply chain.

Tactical

HOLD — no live signal change today.

→ Hold core position. Re-add at 34/50 EMA on any meaningful pullback.

Live price

$320500.00

-3.61%

Theme

AI Semis

Layer 5

Conviction

WATCH

Tier C

RSI 14

—

% return

—

Not held

2×ATR stop

—

Tactical stop

52-WEEK RANGE -21.7% from high

$78400.00

$409500.00

Fwd P/E58.1

EV/EBITDA114.7

Mkt Cap$30400.39B

Beta2.27

★ Deep dive · AI Master Research · Tier C

The full 1-page snapshot on Hanmi Semiconductor.

What it physically does · the financial print · customer mix · competitive context · terminal risk · bull case · gap/bear case · optionality · the trade. ~206 words. Source: AI Master Research.

206 words Tier C AI Master Research

★ Read full deep dive ⌥ Download institutional PDF

— Live chart · TradingView · Candlestick · 50/200 EMA + Volume —

● Live · KRX:042700

03 · 04—Top-level analysis

What 042700 physically does — preview.

One-paragraph version of the Photoncap deep dive. Read the full essay for the complete treatment.

From AI Master Research

The thesis — preview.

**Live:** KRW 369,000 · **Earnings (last):** Q1 26 — miss; SK Hynix share loss accelerating · **Next earnings:** Aug 2026 · **Conviction:** 4/10 Hanmi is the legacy TC (thermo-compression) bonder supplier into SK Hynix HBM lines. For two years it traded as the single most direct HBM picks-and-shovels name in Korea. The thesis was: SK Hynix wins HBM, Hanmi wins the bonder socket, Hanmi compounds at a 50%+ rev CAGR.…

Read the full essay →

★ Tier

Tier C. Watch only.

Source attribution

AI Master Research · 206 words. Institutional PDF available.

Peers in Layer 5

8 names

522 ● ASMPT Limited $184.60 +5.55% 61.8 3037 ● Unimicron Technology $990.00 +2.06% 59.0 4062 ● Ibiden $20930.00 +8.73% 77.8 6315 TOWA Corporation $2898.00 +0.17% 54.3 110990 DIT Corp $27550.00 +10.20% 62.2 489790 Hanwha Vision (Semitech) $71600.00 -1.51% 31.9 BESI ● BE Semiconductor Industries $282.00 +3.07% 68.6 009150 ● Samsung Electro-Mechanics $1340000.00 +11.30% 87.4