1. Samyang ENCchem Q2 Earnings: Key Highlights

Samyang ENCchem reported revenue of KRW 30.7 billion, operating profit of KRW 4.3 billion, and net income of KRW 3.5 billion in Q2 2025. While revenue remained similar to the previous quarter, both operating and net income saw slight declines. The slowdown in the memory semiconductor market and rising raw material prices are identified as key factors.

2. Reasons for the Slump: Market Conditions and Internal Factors

The decline in Samyang ENCchem’s performance is attributed to a combination of external factors, such as the overall slowdown in the memory semiconductor market and rising raw material prices, and internal factors, including increased market competition. The decrease in memory semiconductor demand, in particular, hampered revenue growth.

3. Positive Signals: Investment in Next-Generation Semiconductor Materials

Despite the short-term downturn, Samyang ENCchem is actively investing in the development of next-generation semiconductor materials, such as EUV PR materials and HBM Bump Polymer. This investment has the potential to serve as a long-term growth driver and could present significant opportunities as the memory semiconductor market recovers.

4. Action Plan for Investors: Strategies Considering Market Conditions and Future Value

Investors should closely monitor the recovery of the memory semiconductor market, the stabilization of raw material prices, and the success of next-generation material development. It is crucial to develop an investment strategy that considers long-term growth potential rather than overreacting to short-term performance slumps.