Samsung Electronics and SK Hynix stock prices continue to soar, with the electrical and electronic industry maintaining a strong momentum

While Samsung Electronics and SK Hynix continue their strong stock price rally, gains in other electrical and electronic sectors are also more pronounced. According to Korea Exchange data, the electrical and electronic index rose 11.84% this month, slightly surpassing the Korea Composite Stock Price Index’s increase of 11.18%.

The electrical and electronic index not only includes Samsung Electronics and SK Hynix but also covers a total of 68 constituent stocks such as LG Energy Solution, LG Electronics, and Samsung Electro-Mechanics, all of which have recently experienced sharp increases. Among them, Samsung Electro-Mechanics surged 35.13%, significantly outpacing Samsung Electronics’ growth, while LG Electronics and LS Electric recorded rises of 24.72% and 22.08%, respectively.

Experts predict that influenced by the memory semiconductor “super cycle,” the stock prices of Samsung Electronics and SK Hynix will continue to rise. Recently, memory contract prices have returned to an upward trend, prompting both companies to have their stock price targets repeatedly raised. Based on this, the market generally believes that these two companies’ stocks are likely to maintain an upward momentum.

As investment enthusiasm in the semiconductor sector spreads to other electrical and electronic industries, buying interest in large information technology (IT) stocks is increasingly concentrated. This trend continues to strengthen the overall upward outlook for the electrical and electronic sector. Securities analysts believe that the valuation of large IT stocks is relatively low and that there is still room for further growth in a rotation rally.

It is expected that the current market sentiment will continue to spread. Especially after President Donald Trump’s tariffs policy was ruled illegal by the U.S. Supreme Court, the positive sentiment in IT-related sectors is likely to persist. The expanding demand in artificial intelligence and semiconductor markets is forming a combined force, expected to comprehensively enhance the investment attractiveness of the electrical and electronic industry.