Calls
3
Kim Tae-hyun
Manager, Section Chief
Win Rate
33.3%
return
-9.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 02
$143000.00
-15.6%
Massive DRAM capacity expansion plans by Samsung and SK hynix will drive strong demand for semiconductor equipment. Wonik IPS (front-end equipment), PSK (memory process equipment), and HPSP (high-pressure anneal for DRAM) are early beneficiaries with growing order momentum, making them attractive plays on the memory capex cycle.
Foundry Equipment
Long
Jul 02
$138500.00
-21.1%
Massive DRAM capacity expansion plans by Samsung and SK hynix will drive strong demand for semiconductor equipment. Wonik IPS (front-end equipment), PSK (memory process equipment), and HPSP (high-pressure anneal for DRAM) are early beneficiaries with growing order momentum, making them attractive plays on the memory capex cycle.
Foundry Equipment
Long
Jul 02
$45400.00
+6.8%
Massive DRAM capacity expansion plans by Samsung and SK hynix will drive strong demand for semiconductor equipment. Wonik IPS (front-end equipment), PSK (memory process equipment), and HPSP (high-pressure anneal for DRAM) are early beneficiaries with growing order momentum, making them attractive plays on the memory capex cycle.
Foundry Equipment
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Kim Tae-hyun has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: 403870.KQ, 031980.KQ, 240810.KQ.
