5% Left... What Will Happen If SK Hynix Overtakes Samsung Electronics in Market Cap / Has Foreigner Storm Selling Ended? Signals the Market is Watching | CEO Lee Chang-dae

Summary

CEO Lee Chang-dae explains why SK Hynix is severely outperforming Samsung Electronics and may soon surpass its market cap, anchored in HBM leadership and explosive earnings growth. He also analyzes the end of foreign storm selling in Korean semiconductor names and forecasts renewed inflows as the US-Korea rate gap narrows. The discussion stresses sticking with solid earnings amid macro uncertainty and holding both SK Hynix and Samsung, with a strong preference for SK Hynix.

• SK Hynix’s HBM dominance and earnings acceleration justify its market leadership over Samsung.
• Nomura’s 500,000 KRW price target signals further upside despite the already strong rally.
• The new Fed chair’s cautious approach creates macro uncertainty, but earnings visibility remains the key driver.
• Progress toward a ceasefire and a potential oil price drop could ease inflation and support risk appetite.
• Foreign investors are expected to return to Korean semiconductor stocks as the BOK rate hike narrows the policy gap.
• SK Hynix is a buy/hold into earnings season; Samsung remains a positive holding but is likely to underperform SK Hynix.
• The semiconductor-led rally should persist, making both stocks important portfolio anchors.