[Featured Stock] Ramtech Expected to Benefit from US Semiconductor Self-Sufficiency Policy... Domestic Supply of Liquid Hydrogen Fluoride in Progress

[Asia Economy Reporter Hyungsoo Park] As news spreads that Japanese government’s export restrictions imposed on South Korea last year have negatively impacted the performance of domestic material companies, Ram Technology’s stock price is rising. Expectations that Samsung Electronics will make strategic decisions such as expanding U.S. investments in response to the Trump administration’s demands amid U.S.-China trade tensions also seem to be contributing.

At 3:14 PM on the 20th, Ram Technology was trading at 6,600 KRW, up 9.45% from the previous day.

Samsung Electronics Vice Chairman Jaeyong Lee returned on the 19th after a 2-night, 3-day business trip to China. During the trip, Vice Chairman Lee emphasized, “To create new growth engines, we must proactively prepare for the upcoming massive changes,” adding, “There is no time to waste. We must not miss the opportunity.” This statement is interpreted as being mindful of the moves by competing semiconductor companies.

The U.S. government is promoting domestic production to reduce dependence on advanced semiconductors manufactured in Asia. Samsung Electronics is also mentioned as a key partner in the U.S. semiconductor self-sufficiency initiative.

Ram Technology recorded an operating profit of 1.6 billion KRW in the first quarter of this year, a 39.1% increase compared to the same period last year. During the same period, sales and net profit were 11.5 billion KRW and 1.3 billion KRW, respectively, marking increases of 16.7% and 107%.

A representative from Ram Technology explained, “Since October last year, we started inventory deliveries simultaneously with liquid hydrogen fluoride product testing, and from the first quarter of this year, we have been able to increase supply volumes significantly, resulting in strong performance.”

This content was produced with the assistance of AI translation services.