Calls
2
Kim Tae-hyun
Manager, Section Chief
Win Rate
0.0%
return
-6.0%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jul 02
$138500.00
-9.7%
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
-2.2%
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 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: 403870.KQ, 240810.KQ, 031980.KS.
