Apple, Dell, Google, Amazon executives staying in Korea to secure memory; will the memory boom continue? | Director Park Byung-chang
애플, 델, 구글, 아마존 등의 임원들 메모리 확보 위해 한국 체류 중, 메모리 봄은 계속될까 | 박병창 이사 [마켓 인사이드]
Watch on YouTube ↗
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January 08, 2026 at 00:05
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33:02
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3PRO TV (삼프로TV)
Ideas
Liquidity-driven assets are taking a breather
Gold, silver, platinum, copper, and Bitcoin all fell together, and related resource and crypto stocks weakened. Because these assets are mainly driven by market liquidity, the simultaneous pullback shows investors are taking a breather and are reluctant to buy aggressively at current levels.
Alphabet leads AI traffic and market cap
Alphabet's generative AI website traffic share surged from 5.7% early last year to 21.5%, while ChatGPT's share declined. Gemini engagement is rising, the stock hit a record high and became the second-largest market cap, and if Alphabet crosses a $4 trillion market cap the market mood could shift further in its favor. If Apple cannot respond with new products, momentum remains with Alphabet.
Pharma M&A cycle supports sector
Pharmaceutical stocks rose as patent expirations create M&A opportunities. Eli Lilly's large M&A news supported the sector, and the speaker expects this M&A activation theme to continue throughout the year.
Memory upcycle supports Samsung and SK hynix
Korea's market is in a semiconductor upcycle led by Samsung Electronics and SK hynix. Foreigners have bought both names for seven and ten consecutive sessions, target prices have moved sharply higher, and memory demand is tight enough that Apple, Dell, Google, and Amazon executives are in Korea trying to secure supply. Samsung and SK hynix prefer short-term contracts because memory prices are likely to keep rising.
Memory upcycle supports Samsung and SK hynix
Samsung announced a 2.5 trillion won buyback of 18 million shares over three months for employee stock compensation, a supply positive though slower than a one-month program. Its 20 trillion won operating profit was in line with consensus, while 2026-2027 estimates have risen to 120-130 trillion won. If Samsung earns 100 trillion won and trades at a 10x multiple, market cap could reach 1,000 trillion won, implying about 180,000 won per share, so many investors see upside above 150,000 won; near-term gains and event risk may cause some adjustment.
Semiconductor equipment orders are leading indicator
Citi sees positive 2026 capex guidance from Samsung, TSMC, and Intel and expects Samsung to raise investment following Micron's New York megafab. Because these large chipmakers account for a major share of global equipment spending, their capex direction will be a leading indicator for semiconductor equipment orders. Investors who believe capacity will expand should buy equipment stocks even while near-term conditions are weak.
Nuclear power growth outlook is positive
The International Energy Agency forecast global nuclear power generation to increase 70% by 2050. The speaker notes that many investors already hold nuclear-related stocks and says following this news should be helpful.
LNG carrier orders drive shipbuilding rally
About 110 LNG carriers are needed for 2029 LNG projects, and ships take roughly three years to build, so the LNG carrier order rally should begin this year. Global LNG carrier orders were weak through Q3 last year but improved in Q4, and HD Korea Shipbuilding recently signed a contract with an Americas shipowner, indicating accelerating momentum. The market is focusing more on energy-related shipbuilding.
Pension reform could boost KOSPI demand
The ruling party and government plan to announce a retirement pension fund conversion this month, moving from individual financial company choices toward a National Pension-like fund that selects managers. Retirement pension assets are 459 trillion won, so if the reform is enacted it could create significant new demand for Korean equities. The speaker supports making participation optional and sees it as an important market catalyst.
This 3PRO TV (삼프로TV) video, published January 08, 2026,
features Park Byeong-chang
discussing GLD, SILVER, PPLT, COPPER, BTC, GOOGL, XLV, 000660.KS, 005930.KS, Korean semiconductor equipment, URA, LNG carrier shipbuilding, 009540.KS, EWY.
9 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Byeong-chang
· Tickers:
GLD,
SILVER,
PPLT,
COPPER,
BTC,
GOOGL,
XLV,
000660.KS,
005930.KS,
Korean semiconductor equipment,
URA,
LNG carrier shipbuilding,
009540.KS,
EWY
