SOL Semiconductor Pre-Process ETF Up 16.39% in One Month, Post-Process ETF Down 15.38%, Marking 31.77% Divergence

According to Korea Exchange data, on July 5, SOL semiconductor pre-process ETF gained 16.39% over the past month while post-process ETF declined 15.38%, creating a divergence of over 31 percentage points.

The divergence reflects differing market sentiment: rising demand for equipment from Samsung and SK Hynix' new production lines bolstered pre-process machinery makers, while post-process firms faced pressure from AI investment concerns and falling substrate prices. Over the same period, pre-process shares rallied while post-process stocks retreated 7.61% in a single week.