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Industry

Korea semiconductors set to accelerate Q2 export momentum as supplementary budget kicks in

South Korea\'s semiconductor exports, which lifted quarterly GDP growth in the first quarter, are expected to gain further momentum in the second quarter as execution of a supplementary budget begins, Hana Securities said. It said rising semiconductor export prices are outpacing the recovery in volumes, raising the chance of a combined rebound in facility investment and domestic demand. It also cited sharp gains in memory chip contract prices and stronger April export values.

Finance

KOSPI nears record high breakout as analysts call for hedges beyond semiconductors

South Korea\'s KOSPI is nearing a break above its previous record high, lifting expectations for a stock market rally as Middle East geopolitical risks ease. The index slipped on April 17 as foreign investors turned to heavy net selling after U.S. shares hit records. Analysts expect strong tussles around the 6,300 level but see a record high as a matter of time, with semiconductors the key driver. They also recommend portfolio hedges such as IT hardware, defence and machinery.

Industry

ASML raises annual revenue forecast amid chip market recovery, eyes capex from TSMC, Samsung, SK Hynix

ASML raised its 2026 net sales guidance after reporting first-quarter results that topped market expectations, as it cited rising semiconductor demand driven by expanding AI infrastructure investment. The company lifted its forecast range to 36 to 40 billion euros from 34 to 39 billion euros. CEO Christophe Fouquet said chip demand is outpacing supply and customers are bringing forward capacity expansion plans aimed at 2026 and beyond.