The Real Reason Big Tech Is Trying to Push Down Memory Prices; The Semiconductor Stock to Watch Now Instead of Samsung Electronics and SK Hynix, Whose Stocks Have Plunged | Stock Golden Pig Lee Geon-hee, CEO
[Urgent Market Update] The Real Reason Big Tech Is Trying to Push Down Memory Prices / Instead of Samsung Electronics and SK Hynix, Whose Stocks Have Plunged, the Semiconductor Stock to Watch Right Now Is ‘Here’ | Stock Golden Pig Lee Geon-hee, CEO
Watch on YouTube ↗
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September 14, 2026 at 06:00
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21:00
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815 Money Talk (815머니톡)
Ideas
Buyback period caps SK hynix upside
The AI speed-control narrative and OpenAI IPO delay talk is not a real signal that hyperscalers will cut AI investment. Rather, US Big Tech appears to be trying to push memory prices down because Samsung Electronics and SK hynix are capturing the memory profits. With long-term supply agreements in place and buyers still lining up, this pressure is likely limited and mainly noise or short-side positioning, though the market impact should be watched this week.
DB HiTek benefits from 8-inch demand
DB HiTek is emerging as the next Korean semiconductor leader after Samsung Electronics and SK hynix because 8-inch legacy semiconductors are seeing renewed demand from Chinese AI data centers and physical AI. The market had focused on 12-inch wafers, but 8-inch supply is constrained and DB HiTek is a key domestic supplier. Earnings are rising, prices increased 10-15% in the first half and may rise about 20% in the second half, and profits are expected to nearly double by next year. The stock has not fully run technically, so dips are buying opportunities.
Stablecoin theme offers dip-buying opportunity
Stablecoin-related stocks are re-strengthening. Stablecoin issuance would force purchases of US short-term Treasuries, potentially relieving high short-term rates, and a global consortium of 20 is being formed. This is not just about the Clarity Act; actual issuance is expected from next year and beyond, with a very large addressable market. Recent dips are buying opportunities.
Avoid chasing overheated semiconductor equipment/materials
Semiconductor equipment and materials stocks react quickly and many still look undervalued versus earnings, but chasing the recent surge leaders is dangerous. If a stock triggers exchange investment-caution criteria, it can be locked for 10 trading days, and further spikes invite tighter scrutiny. Investors should check for investment-caution designations before trading and avoid chasing overheated names such as TES.
High oil favors energy and power infrastructure
Oil is not falling and remains above $100. If high oil persists, complex energy-related stocks and power infrastructure that are not breaking down should be watched. Political risk around the US midterms and potential anti-Trump energy policy reversals may also create low-price buying opportunities in energy sectors that had been suppressed.
Rate hikes favor quality and trend leaders
Rate hikes are not simply bad for Korean equities. They will squeeze zombie companies that rely on debt, CB/BW/rights issues, and speculative high-valuation theme stocks, while companies with real earnings and cash survive. With the government introducing KOSDAQ delisting and promotion/relegation rules, the investable universe compresses and trend-leading stocks with real earnings should become more prominent. Therefore rate-hike uncertainty can be resolved as a positive for quality and trend leaders.
Rate hikes favor quality and trend leaders
Rate hikes are not simply bad for Korean equities. They will squeeze zombie companies that rely on debt, CB/BW/rights issues, and speculative high-valuation theme stocks, while companies with real earnings and cash survive. With the government introducing KOSDAQ delisting and promotion/relegation rules, the investable universe compresses and trend-leading stocks with real earnings should become more prominent. Therefore rate-hike uncertainty can be resolved as a positive for quality and trend leaders.
Patience needed for Samsung and SK hynix
The AI speed-control narrative and OpenAI IPO delay talk is not a real signal that hyperscalers will cut AI investment. Rather, US Big Tech appears to be trying to push memory prices down because Samsung Electronics and SK hynix are capturing the memory profits. With long-term supply agreements in place and buyers still lining up, this pressure is likely limited and mainly noise or short-side positioning, though the market impact should be watched this week.
This 815 Money Talk (815머니톡) video, published September 14, 2026,
features Lee Geon-hee
discussing 000660.KS, 000990.KS, Korean stablecoin-related stocks, Korean semiconductor equipment/materials stocks, 095610.KQ, XLE, Power infrastructure, Korean trend-leading stocks, Korean speculative/zombie stocks, 005930.KS.
8 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Geon-hee
· Tickers:
000660.KS,
000990.KS,
Korean stablecoin-related stocks,
Korean semiconductor equipment/materials stocks,
095610.KQ,
XLE,
Power infrastructure,
Korean trend-leading stocks,
Korean speculative/zombie stocks,
005930.KS
