1. SamC&S IR, What’s It About?

SamC&S will announce its HBM market expansion strategy, recent business performance, and production line status at its IR on October 15th. Investors are expected to pay particular attention to information on specific achievements and future plans for the HBM business.

2. Why Is It Important? HBM Market Growth and SamC&S’s Future

The demand for HBM is exploding with the AI boom. As SamC&S is expanding its HBM-related business in line with this market trend, the growth strategy presented at this IR could significantly impact its future stock price. Although the company recorded solid earnings growth in the first half of 2025, exchange rate volatility and the possibility of a global economic recession remain risk factors. Therefore, attention should also be paid to risk management measures presented at the IR.

3. Key IR Content and Investor Focus

This IR is expected to announce specific business strategies, including HBM customer acquisition status, mass production plans, and CAPA expansion plans. Key points to check include technological competitiveness compared to competitors, financial soundness securing measures, and market variability response strategies. Based on this information, investors should assess the actual growth potential of SamC&S.

  • HBM Business Strategy: Customers, Mass Production Plans, CAPA Expansion
  • Technological Competitiveness: Differentiation, Barriers to Entry
  • Financial Soundness: Debt Management, Future Strategies
  • Market Variability Response: Exchange Rate, Industry Fluctuations

4. Investor Action Plan

Carefully analyze the IR content to assess the growth potential and risks of SamC&S and make investment decisions. While positive announcements could create upward momentum for the stock price, the possibility of a stock price decline should also be considered if the content falls short of market expectations.