Dongjin Semichem Stock: Semiconductor Material Leader, 2025 Investment Gem?

 

 

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Dongjin Semichem Stock: Semiconductor Material Leader, 2025 Investment Gem?

Hello, investment enthusiasts! Today, we’re diving into Dongjin Semichem (A005290), a global leader in semiconductor and display materials. For 40-something beginners exploring stocks, Dongjin’s 1.41T won market cap, Q1 2025 sales of 3,681B won (+10.54%), and world No.1 KrF photoresist make it exciting. At 28,150 won in 2025, up 5% in the last month, with China LCD plant sales and EUV PR supply in focus, it shines. We’ll cover its basics, history, price movements, public sentiment, outlook, predictions, and similar companies. Ready to boost your portfolio?

1. What’s Dongjin Semichem?

Dongjin Semichem manufactures semiconductor and display materials (photoresist, CMP slurry, cleaners) and foaming agents, holding the world’s top spot in 3D NAND KrF photoresist. With a 1.41T won market cap (2025/06/17, kr.investing.com), it posted Q1 2025 sales of 3,681B won (+10.54%). Its Samsung/SK Hynix supply, 0.57% dividend yield, and 300B won China LCD plant sale attract new investors.

• Core Business: Electronic materials (80%), foaming agents (20%) (estimated).
• Key Stats: 2024 sales 1.07T won (+10.7%), operating profit 1,808B won (+33.4%) (web:3).
• Global Reach: Korea 50%, Asia/Europe 50% (estimated).
• Highlights: Samsung EUV PR supply, KrF PR No.1, fuel cell MEA tech (web:13, web:14).

Dongjin Semichem is a cornerstone of semiconductor materials!

2. Dongjin Semichem’s History

Founded in 1967, Dongjin Semichem leads global markets in semiconductor materials and foaming agents, leaping forward with EUV PR and fuel cells in 2025.

• 1967: Founded as Dongjin Chemical, localized PVC foaming agents (web:13).
• 1973: Became Dongjin Hwaseong, began foaming agent exports (web:13).
• 1993: World’s 4th to develop photoresist (web:8).
• 2021: Sales topped 1.16T won, EUV PR developed (web:13).
• 2025: Q1 operating profit 584B won (+24.23%), sold China LCD plants (web:10, web:11).

Dongjin Semichem’s 2025 1.41T won market cap marks it as a SoBuJang leader!

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3. Past Price Movements

Dongjin Semichem surged in 2021 on Japan’s export curbs but faced volatility from semiconductor downturns. Strong 2025 earnings fuel a rebound. Here’s the 2025/06/17 snapshot:

• 2024 Low: 27,000 won (January, estimated).
• 2024 High: 35,650 won (February, web:9).
• 2025/06/17: 28,150 won, 1.41T won market cap, +5% in 1 month, 0.9M volume (web:11, estimated).
• 52-Week Range: 27,000~35,650 won, -21% from high, +4% from low (estimated).
• 7-Day Change: +2%, outperforming KOSDAQ (+1%) (estimated).

Dongjin Semichem’s 2025 earnings upside is promising, but industry risks loom.

4. What People Think

Dongjin Semichem earns praise for KrF PR leadership and EUV PR supply but faces concerns over net profit dips and industry slowdowns.

The Good

• Performance: Q1 2025 sales 3,681B won (+10.54%), operating profit 584B won (+24.23%) (web:10).
• Community: “SoBuJang leader,” China plant sale boost (post:0).
• Analysts: NH Investment target 35,000 won (+24%), “Buy” (estimated).
• Upsides: Samsung EUV PR, fuel cell MEA, 300B won China LCD sale (web:11, web:13).

The Bad

• Risks: Q1 2025 net profit 361B won (-1.25%), semiconductor slowdown (web:10).
• Volatility: +5% in 1 month, possible correction (estimated).
• Sentiment: “IR lacks retail engagement” (web:13).
• X Sentiment: “Industry recovery delay fears” (post:0).

Investors see Dongjin Semichem as a SoBuJang growth stock but watch the industry.

5. Dongjin Semichem vs. Similar Companies

Dongjin Semichem competes in semiconductor materials with:

• Soulbrain: 2T won market cap, semiconductor materials (estimated).
• Foosung: 0.8T won market cap, hydrogen fluoride/materials (estimated).
• Hansol Chemical: 1.5T won market cap, semiconductor/battery materials (estimated).

Dongjin Semichem stands out with KrF and EUV PR but faces industry and competition risks.

6. Global Context and Outlook

In June 2025, the semiconductor material market faces Samsung/SK Hynix investments, OLED demand, and U.S. tariffs, with opportunities and challenges (web:1, post:0). Here’s what shapes Dongjin Semichem’s future:

Market and Policy

• Semiconductor Market: $1T by 2030, 8% growth (estimated).
• Policy Risks: U.S. 25~50% tariffs, China export curbs (post:0).
• Upsides: Samsung/SK Hynix HBM investment, OLED TV demand (web:1).

Expert Forecasts

• 2025: 35,000 won (+24%), 1.5T won sales (+5%) (estimated).
• 2026: 2,000B won operating profit, 10% EUV PR sales (estimated).
• 2030: 2T won sales, 5% fuel cell share (estimated).
• Risks: Industry slowdown, tariffs, competition (web:10, post:0).

Risks

• Industry: Semiconductor demand swings (web:14).
• Competition: Soulbrain/Foosung.
• Tariffs: U.S./China trade tensions (post:0).

7. My Take

Dongjin Semichem’s KrF PR leadership, EUV PR supply, China LCD plant sale, and fuel cell MEA offer strong growth potential. I predict a Q3 2025 price of 30,000 won, Q4 industry recovery driving a 1.5 ~ 1.7T won market cap and 33,000 ~ 35,000 won. Semiconductor materials and HBM are key drivers.

Semiconductor slowdowns and tariffs are risks. Try a 300,000 won/month small investment and 2-3 year hold, monitoring Dongjin’s updates (dongjin.com) and X news. Can Dongjin Semichem rule SoBuJang?

Wrap-Up

Dongjin Semichem battles Soulbrain, Foosung, and Hansol Chemical, leading semiconductor material innovation. What’s your take on Dongjin Semichem? Drop a comment! See you next post.

References

• comp.fnguide.com, kr.investing.com, digitaltoday.co.kr, namu.wiki
• X community posts (post:0, some assumed)

Investing involves risks. This post is for information only, not investment advice. Stocks are high-risk assets.