SEOUL, KOREA - Semiconductor equipment shares are showing strength of late. At 9:50 am on November 8, the shares of Wonik IPS were traded at 8,850 won, up 2.91 percent from the previous day's 8,600 won. Other shares such as those of Tess Semiconductor, Eugene Technology, and PSK Inc. rose more than 2 percent for the day.

 

Song Jong-ho, Daewoo Securities analyst, said that Samsung Electronics would place additional equipment orders for its Xi'an (China) plant by mid-November. He added that Eugene Technology, whose expected order volume is relatively small, would get a big chunk of orders soon.

 

As for Tess Semiconductor, he said the company could increase its global market share in the 3D NAND area and would benefit from its shift toward 3D from 2D lines. In the case of Wonik IPS, he forecast that its equipment order volume by the year's end would be in excess of 70 billion won.