Shares of Komico surged to the daily price limit on Friday, as investors flocked to semiconductor back-end processing and materials, parts, and equipment stocks. Analysts say the supercycle for these sectors is just getting started.
The rally was driven by growing demand for advanced packaging and high-value materials used in chip manufacturing. As the semiconductor industry shifts toward more complex architectures, back-end processes and specialized components are becoming critical bottlenecks.
"This is not a short-term spike but the beginning of a long-term trend," said a market expert during a broadcast on the Money Star program. The show, hosted by Yoo Mi-ra, features analysts from Dealsite and Secret Leaders.
Komico, along with other names such as PSK Holdings and TES, saw strong buying pressure. The hashtags #Komico, #PSK홀딩스, and #테스 trended among retail investors.
The supercycle narrative highlights the structural growth in semiconductor materials and equipment, driven by AI, data centers, and next-generation chips. Investors are advised to monitor these sectors closely as the cycle unfolds.