Calls
9
Baek Gil-hyun
Semiconductor Analyst, Yuanta Securities
Win Rate
-
return
-
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 03
$86900.00
-
ASIC is the second-fastest growing semiconductor segment after memory, with Google and AWS ASIC chip volumes growing more than 100% this year. In Korea, socket and test suppliers have high beta to ASIC volumes, and Leeno Industrial, ISC, and TSE could benefit as they prepare for those volumes and disclose new R&D; he favors watching these names for medium- to long-term earnings and share-price support.
Foundry Equipment
Long
Feb 03
$148100.00
-
ASIC is the second-fastest growing semiconductor segment after memory, with Google and AWS ASIC chip volumes growing more than 100% this year. In Korea, socket and test suppliers have high beta to ASIC volumes, and Leeno Industrial, ISC, and TSE could benefit as they prepare for those volumes and disclose new R&D; he favors watching these names for medium- to long-term earnings and share-price support.
Foundry Equipment
Long
Feb 03
$95300.00
-
ASIC is the second-fastest growing semiconductor segment after memory, with Google and AWS ASIC chip volumes growing more than 100% this year. In Korea, socket and test suppliers have high beta to ASIC volumes, and Leeno Industrial, ISC, and TSE could benefit as they prepare for those volumes and disclose new R&D; he favors watching these names for medium- to long-term earnings and share-price support.
Foundry Equipment
Showing 3 of 9 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Baek Gil-hyun has 9 trade ideas tracked on Buzzberg across 9 tickers since February 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
