AI발 주가 급등에 소외받았다? 반도체주를 지금 사고 싶다면? | 이권희 위즈웨이브 대표 [글로벌 인터뷰]

Summary

Lee Kwon-hee discusses the AI semiconductor supply chain, emphasizing that GPU inefficiency is driving demand for CPUs and memory. He recommends Samsung Electronics and SK hynix as undervalued buys on dips, while warning that Samsung Electro-Mechanics is overvalued. He also touches on other sectors like biotech, shipbuilding, and defense, but does not give clear trades for them.

• AI hardware bottleneck: GPU utilization only 20-30% due to memory bandwidth; CPU demand rising.
• Samsung Electronics (005930.KS) is cheap at 5.8x P/E; buy on dips to 5-day moving average.
• SK hynix (000660.KS) also undervalued; hold or accumulate for AI memory growth.
• Samsung Electro-Mechanics (009150.KS) is overvalued at 47x P/E; avoid.
• Labor union risks at Samsung are seen as buying opportunities.
• Biotech sector may rebound if interest rate expectations shift lower.
• Korean defense and shipbuilding stocks have earnings momentum but are lagging the semiconductor rally.
• Nvidia earnings upcoming are key for AI direction, but not a tradeable idea itself.