DUV, CXMT China Semiconductor Shock... Is This a Real Crisis for Samsung Electronics, SK Hynix? 'When Will the Plunging Stock Price Recover?' | CEO Kim Min-soo

Summary

CEO Kim Min-soo of Lemon Research argues the recent sell-off in Samsung Electronics and SK Hynix is an overreaction to exaggerated Chinese DUV/CXMT threats. He sees strong recovery potential in Korean memory stocks and highlights AI-driven opportunities in Microsoft and Google, as well as Apple's counter-cyclical strength. He advises investors to hold or selectively add to positions rather than join panic selling.

• Chinese DUV equipment output is too small to threaten Korean memory dominance.
• CXMT revenue is only 7-8% of Samsung+SK Hynix and its stock is extremely overvalued versus Korean peers.
• Foreign ownership in Samsung and SK Hynix is at decade lows, setting up a sharp rebound when sentiment shifts.
• Samsung Electronics could recover from 220,000 KRW to 260,000–270,000 KRW, a potential ~17% gain.
• Microsoft's Copilot and Google's AI-driven advertising represent underappreciated monetization power.
• Apple benefits from falling memory chip prices, supporting margins and its all-time-high stock price.
• Investors should avoid panic selling and consider maintaining or building positions within their risk tolerance.