AI Semiconductor Beneficiaries Lose Nearly 2 Trillion Won in Market Value in One Day

Entegris Inc. (NASDAQ: ENTG) saw its share price plunge 6.67% to close at $146 on April 28, with trading volume hitting approximately 3.07 million shares. The drop cut its market capitalization to roughly $22.2 billion (around KRW 31 trillion), erasing about $1.39 billion (KRW 1.9 trillion) in value in a single session.

In its Q4 2025 results announced on February 10, the company posted revenue of $824 million and a 27.7% adjusted EBITDA margin, landing near the top end of its guidance. Buoyed by expectations of benefits from AI semiconductor investments, the stock has nearly doubled in the past year, entering a phase of valuation re-rating.

Recently, the board chairman sold roughly $4.3 million-worth of shares on April 17, and as of April 29, the company announced a quarterly dividend to shareholders payable on May 20, reflecting a mix of insider selling and shareholder returns.

Headquartered in Billerica, Massachusetts, Entegris supplies advanced materials and contamination-control solutions for semiconductor manufacturing, offering specialty photolithography chemicals, CMP consumables, filters, and high-purity containers to global foundries and memory makers.

Given that a significant portion of its sales comes from recurring consumable products linked to fab operations, Entegris is widely viewed as a key beneficiary of increased investments in cutting-edge processes for HBM and AI accelerators. However, some analysts warn that valuation pressures from its steep share-price rise and recent insider transactions could heighten near-term volatility.