Buzzberg Cup Live

What to Watch After the Semiconductor Plunge, Supply and Demand Are Changing Now | Park Byeong-chang, MP Partners CEO [Market Inside]

Watch on YouTube ↗  |  July 16, 2026 at 00:27  |  45:09  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byeong-chang, CEO of MP Partners, analyzes the sharp semiconductor selloff and its implications. While Korean chip stocks have plunged, US big tech and the S&P 500 remain resilient and could hit new highs. He advises waiting for the KOSPI to reclaim its 11-day moving average before acting, sees opportunity in semiconductor equipment stocks driven by Samsung’s massive DRAM expansion, and recommends dividend stocks for nervous investors.

  • Semiconductor stocks (Samsung Electronics, SK hynix) fell 30–40% in a month, prompting a technical bounce.
  • US Big Tech (Apple, Amazon, Meta, Alphabet) surged, and the S&P 500 is on track for new all-time highs on stabilizing macro conditions.
  • KOSPI is stuck below its 11-day moving average; a breakout above ~7,500 is needed for a trend reversal.
  • Samsung’s new DRAM fab construction in Q3 is a massive capex event that will benefit Korean semiconductor equipment stocks.
  • Uncertainty over single-stock leverage ETF regulations is adding volatility and hurting market confidence.
  • Dividend stocks with moderate yields (~3%) are recommended for investors who struggle with daily market swings.
  • Park urges patience: monitor key technical levels and sector rotation before committing new money.
Ideas
Park Byeong-chang Director, MP Partners 9:57
Buy dividend stocks for peace of mind.
Investors who suffer mental stress from daily volatility should buy stable dividend stocks yielding around 3%, not excessively high yields that risk share price declines, and hold them for the long term, ignoring short-term price swings.
Dividend Stocks MED
Park Byeong-chang Director, MP Partners 20:20
S&P 500 headed for new highs.
The S&P 500 is poised to make new all-time highs. Inflation is stabilizing, oil prices should settle, and market expectations of a rate freeze remain intact. Meanwhile, rotation out of semiconductors into big tech (Apple, Amazon, Meta, Alphabet) is providing strong support, signaling the US market has not reversed direction.
SPY HIGH
Park Byeong-chang Director, MP Partners 29:02
Wait for KOSPI to clear 11-day MA.
The KOSPI index is below the key 11-day moving average (around 7,500–7,800). A sustainable rally requires a breakout above this level to confirm a trend change, so investors should wait and watch for that signal before taking action.
EWY HIGH
Park Byeong-chang Director, MP Partners 38:41
Samsung DRAM expansion lifts equipment stocks.
Samsung Electronics is starting construction of a new DRAM fab with 100K wpm capacity from Q3, indicating massive expansion. This capex will drive demand for semiconductor equipment stocks, causing them to move.
471990.KS MED
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This 3PRO TV (삼프로TV) video, published July 16, 2026, features Park Byeong-chang discussing Dividend Stocks, SPY, EWY, 471990.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: Dividend Stocks, SPY, EWY, 471990.KS