Calls
2
Cho Han-bum
Senior Research Fellow, Korea Institute for National Unification
Win Rate
0.0%
return
-4.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 23
$1727000.00
-2.3%
Cho argues South Korea's semiconductor champions are irreplaceable global suppliers: Samsung has raised foundry prices 15% and, without Samsung and SK Hynix, the world cannot get HBM/AI semiconductors. This supply-chain criticality gives the Korean semiconductor complex structural leverage.
AI Memory
Long
Aug 23
$281500.00
-7.1%
Cho argues South Korea's semiconductor champions are irreplaceable global suppliers: Samsung has raised foundry prices 15% and, without Samsung and SK Hynix, the world cannot get HBM/AI semiconductors. This supply-chain criticality gives the Korean semiconductor complex structural leverage.
AI Memory
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Cho Han-bum has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: 000660.KS, 005930.KS, KOREA DEFENSE SECTOR.
