Chesley Weekend Live [26/06/13]

[Byeoljubujeon] Chesley Weekend Live [26/06/13]

Watch on YouTube ↗ | June 13, 2026 at 11:16 | 3:08:25 | Chesley Investment Advisory (체슬리투자자문)

Speakers

Kim Yuri — Analyst

Clare Pleydell-Bouverie — Co-Head of Global Innovation, Liontrust Asset Management

Hamburger — Analyst

Im Gamdok — Analyst

Taekuk — US CPA, Guest Speaker

Bok Bu-jang — Deputy Manager, Semiconductor Engineer

Lee Sang-hyun — Analyst

Park Se-ik — CEO, ex-Chief Strategist

Summary

Chesley Weekend Live panel reviews the volatile week in US and Korean markets, focusing on semiconductor equipment stocks driven by AI capex, SpaceX IPO, and CXMT expansion. Experts present detailed analyses of top-performing equipment names, while a guest CPA warns of off-balance sheet risks in big tech that could threaten the AI cycle. The show concludes with each panelist's top pick for the coming week.

US and Korean markets experienced extreme volatility, but semiconductor equipment stocks consistently led.
Kim Yuri Pro and Claire highlight US equipment giants like Lam Research, Applied Materials, and KLA, backed by AI infrastructure spending.
Hamburger analyzes Korean equipment winners: Huseong (gas), VM (etch), HPSP (annealing), Wonik IPS (CVD/etch), PSK (PR strip), each with company-specific catalysts.
Im Gamdok notes that the market leader remains semiconductors and picks HPSP.
Guest CPA Taekuk details hidden off-balance sheet debts in big tech via neo-clouds and SPVs, presenting a risk scenario for Samsung Electronics and SK hynix if the AI capex cycle cracks.
Bok Bu-jang outlines a rotation from front-end equipment to post-processing and materials, naming ISC, EO Technics, Jusung Engineering, Solbrain, and PSK Holdings.
Next-week picks: Lam Research (Kim Yuri Pro, Claire), HPSP (Im Gamdok), ISC (Hamburger), Hana Materials (Taekuk), EO Technics (Bok Bu-jang), HVM (Lee Sang-hyun).

Ideas

Kim Yuri Analyst 7:12

AI capex cycle boosts equipment stocks.

US semiconductor equipment stocks will continue to rise driven by AI data center capex, with SpaceX IPO allocating ~$12.7B to AI infrastructure and CXMT IPO fueling additional equipment demand; Barclays projects 36% growth in wafer fab equipment market by 2027.

Hamburger Analyst 69:41

Gas shortage drives Huseong rally.

Huseong produces WF6 gas essential for 3D NAND layering; China's tungsten export controls and Japan's WF6 production halt create severe supply shortage, with demand surging and import verification taking 18-24 months, sustaining the tight market.

Hamburger Analyst 72:09

VM etch equipment with SK hynix deal.

VM is an etch equipment maker with a large single contract from SK hynix worth 46.3 billion won; management change risk resolved, expected profit growth of 206% YoY, and the semiconductor super cycle is just beginning.

Hamburger Analyst 74:01

HPSP unique annealing equipment monopoly.

HPSP is the world's only high-pressure hydrogen annealing equipment maker with over 90% market share and 50%+ operating margin; fab expansions at Samsung, SK hynix, CXMT will drive order growth.

Hamburger Analyst 75:48

Wonik IPS broad equipment demand surge.

Wonik IPS supplies CVD, etch, and thermal equipment to both memory and non-memory; catalysts include Samsung's P4 line equipment scheduling and China legacy foundry orders.

Hamburger Analyst 76:45

PSK PR strip equipment with strong momentum.

PSK holds #1 global market share in PR strip equipment essential for lithography; institutional buying supports new highs, and forward CANSLIM score reaches 100 based on 2026 consensus.

Bok Bu-jang Deputy Manager, Semiconductor Engineer 106:24

Post-processing and materials stocks ready for rotation.

As the semiconductor cycle advances, the next wave will move from front-end equipment to materials and post-processing; ISC, EO Technics, Jusung Engineering, Solbrain, and PSK Holdings are well-positioned to benefit from the rotation.

Taekuk US CPA, Guest Speaker 129:40

Big tech debt risk could hit DRAM makers.

Big tech's hidden off-balance sheet debt via neoclouds and SPVs could trigger a liquidity crisis if AI capex falters; Samsung Electronics and SK hynix would be directly hit as their major memory suppliers. Monitor US 10-year yield, capex guidance, high-yield spreads, CoreWeave default risk as leading indicators.

Hamburger Analyst 178:45

ISC test socket post-processing boom.

As the semiconductor cycle advances, the next wave will move from front-end equipment to materials and post-processing; ISC, EO Technics, Jusung Engineering, Solbrain, and PSK Holdings are well-positioned to benefit from the rotation.

Taekuk US CPA, Guest Speaker 179:40

Hana Materials tied to Tokyo Electron boom.

Hana Materials supplies etching parts mainly to Tokyo Electron, which is hitting new highs; its strong results will flow through, and the stock just broke yearly highs, confirmed by the monthly chart.

Lee Sang-hyun Analyst 183:24

HVM SpaceX supplier with backlog growth.

HVM is an official special materials supplier for SpaceX; backlog turned to growth in Q1, and the stock previously surged on SpaceX test flight news. As a small-cap with a 1.3 trillion won market cap, it could rally strongly on continued SpaceX momentum.

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This Chesley Investment Advisory (체슬리투자자문) video, published June 13, 2026, features Kim Yuri, Hamburger, Bok Bu-jang, Taekuk, Lee Sang-hyun discussing AMAT, KLAC, LRCX, ASML, 017290.KQ, 089030.KQ, 403870.KQ, 025980.KQ, 319660.KQ, 036930.KQ, 031980.KQ, 039030.KQ, 035430.KQ, 005930.KS, 000660.KS, 173530.KQ, 166090.KQ, 295310.KQ. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Yuri, Hamburger, Bok Bu-jang, Taekuk, Lee Sang-hyun · Tickers: AMAT, KLAC, LRCX, ASML, 017290.KQ, 089030.KQ, 403870.KQ, 025980.KQ, 319660.KQ, 036930.KQ, 031980.KQ, 039030.KQ, 035430.KQ, 005930.KS, 000660.KS, 173530.KQ, 166090.KQ, 295310.KQ