A 2026 outlook on KCTech (281820, KOSPI), the Korean chip materials and equipment supplier. We dig into its CMP slurry localization moat, the lumpy fab-capex exposure of its cleaning and deposition tools, Chinese slurry competition, customer concentration on Samsung and SK Hynix, and what a foreign investor should watch.
Nano-Materials (KOSDAQ 121600) 2026 stock analysis: CNT conductive additive leverage as silicon anodes scale, the CMP slurry and TCO target businesses, EV-chasm and customer-concentration risks, valuation, and how foreign investors can access this Korean battery-materials name.
Soulbrain (KRX 357780) 2026 stock outlook. A qualitative deep dive into its ultra-high-purity etchants (hydrofluoric acid / HF and phosphoric-acid etchants), CMP slurries, ALD/CVD precursors, plus display materials and battery electrolytes — and how materials localization, higher-layer NAND and finer DRAM drive demand against memory-cycle and customer-concentration risk.