SK Materials' shipments of semiconductor materials and silane are expected to exceed expectations, posting its best performance in the third quarter of 2021.

Kiwoom Securities analyst Park Yu-ak announced in a corporate briefing on the 5th that SK Materials is expected to post its best performance ever in the third quarter of 2021.

Analyst Park Yoo-ak predicted that second-quarter sales would exceed expectations at 276.9 billion won and operating profit at 66.7 billion won.

Although special gas shipments are lower than expected due to rapid process transitions at semiconductor customers, in the case of the silane sector, the increased shipments to LG Display are expected to largely offset the impact of the decrease in volume due to the shutdown of Samsung Display's LCD line.

SK Showa Denko is also expected to achieve significant performance growth as its semiconductor material sales exceed expectations.

In the case of SK Materials Renewtech, shipments of ultra-high purity liquefied carbonic acid for semiconductors are expected to increase, and a solid performance trend is expected.

In the third quarter, sales of 320 billion won and operating profit of 79.5 billion won are expected to be recorded, recording the best quarterly performance ever.

As Samsung Electronics' new semiconductor expansion lines begin operation, NF3 performance is expected to improve significantly, and as SK Hynix's new DRAM process conversion begins in earnest, SK Trichem's performance is expected to grow significantly.

In particular, hafnium materials used in new processes are expected to contribute to improving the company's profitability as their product sales price and profitability are higher than those of existing products.