Even excluding semiconductors, Korean companies are seeing a massive boom in earnings.
Semiconductors, semiconductor materials/parts/equipment, power infrastructure, defense, shipbuilding, construction, bio, secondary batteries, cosmetics, substrates, finance, and even retail are all booming.
For those saying the Korean economy is the same everywhere except for semiconductors, are you just wishing for that to be true?
As AI and Korean tourism enter the beginning of their golden eras, companies are in the best possible situation.
In particular, even semiconductor materials/parts/equipment companies are hitting operating profit margins of 40–50% and earning hundreds of billions of won.
They will earn more in the second half of this year than in the first half, and more next year than this year. We are expected to enter a golden age unlike anything experienced in history over the next 3 to 4 years.
Even the secondary battery sector, which was said to be struggling, turned a profit early in the first half and is expected to earn hundreds of billions of won in the second half; even petrochemicals are seeing a profit all year due to the war in Iran.


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