SK Hynix ADR Soars.. Semiconductor Shortage Until 2027, Wall Street's Conviction | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee analyzes the 27% surge in SK Hynix ADR following a much lower-than-expected US CPI print. He argues that a DRAM shortage driven by HBM demand will last until at least 2027, supporting a long-term bullish view on SK Hynix. The conversation covers Wall Street upgrades, Korea's policy failures, and specific buying opportunities in Alteogen and CMTX.

• US June CPI came in at 3.5% vs 3.8% expected, sharply reducing rate-hike fears and triggering a strong rally in AI and semiconductor names.
• SK Hynix ADR jumped 27% partly on options activity; the ~40-50% premium over Korean ordinary shares is expected to converge, making the underlying Korean shares the smarter long-term vehicle.
• Multiple Wall Street firms project DRAM supply tightness through 2027, with HBM absorbing capacity and keeping memory markets favorable for SK Hynix.
• The speaker critiques Korean regulators' narrow focus on leverage ETFs and warns that policy missteps risk accelerating outflows to US markets.
• Alteogen is viewed as oversold; Keytruda SC (Qlex) royalty income and upcoming events create a buy-the-dip opportunity.
• CMTX, a unique packaging materials supplier, reported strong margins and is positioned for multi-year growth from semiconductor fab expansions.
• Investors are urged to avoid chasing already-soaring stocks like PSK Holdings and to stick with fundamentally-driven, long-term positions.