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Will Semiconductors Still Be the Answer After July? | Park Byeong-chang, MP Partners CEO [Market Inside]

Will semiconductors still be the answer after July? | Park Byeong-chang, MP Partners CEO [Market Inside]
Watch on YouTube ↗  |  June 25, 2026 at 00:33  |  46:01  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byeong-chang, CEO of MP Partners, discusses the Korean market after Micron's strong earnings. He remains bullish on Samsung Electronics and SK Hynix, driven by AI memory demand, while warning that KOSDAQ and non-semiconductor sectors remain weak and untradeable. He notes positive catalysts for gold and TSMC, and highlights a rotation signal that could later pressure semiconductor stocks.

  • Micron's blowout earnings reinforce AI-driven memory demand, boosting Samsung Electronics and SK Hynix.
  • Samsung rallies on buyback plans and HBM4 expansion; SK Hynix benefits from ADR listing.
  • KOSDAQ and non-semiconductor sectors show one-day rallies that fade; avoid dip-buying without trend confirmation.
  • Gold is positively viewed amid expectations that the Fed will not hike rates, with UBS supporting that view.
  • TSMC's sub-7nm price increase should significantly improve its profitability.
  • If other sectors hold up while semiconductors rally, it could signal rotation and a later semiconductor pullback.
Ideas
Park Byeong-chang Director, MP Partners 0:31
AI demand drives memory upside.
Korean memory semiconductors (Samsung Electronics and SK Hynix) will continue to rise. AI-driven memory demand is confirmed by Micron's blowout earnings, Samsung's HBM4 expansion and large share buyback plans, SK Hynix's ADR listing, and analysts raising targets (e.g. Nomura to 670,000 KRW). Despite extreme market concentration, the trend remains intact until clear rotation signals appear.
000660.KS 005930.KS HIGH
Park Byeong-chang Director, MP Partners 1:52
Broad KOSDAQ weakness persists.
KOSDAQ and non-semiconductor Korean stocks are weak. KOSDAQ is down YTD while KOSPI surged. Non-semiconductor sectors show one-day rallies that fade, lacking momentum. Buying dips is risky; investors should wait for confirmed trend reversals (higher lows, breaking prior highs) before committing capital.
KOSDAQ Index MED
Park Byeong-chang Director, MP Partners 41:07
TSMC price hike boosts margins.
TSMC announced 5-10% price increases on all sub-7nm products, which account for about 70% of revenue. This will significantly boost TSMC's profitability.
TSM LOW
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3PRO TV (삼프로TV) · Jun 24

This 3PRO TV (삼프로TV) video, published June 25, 2026, features Park Byeong-chang discussing 000660.KS, 005930.KS, KOSDAQ Index, TSM. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: 000660.KS, 005930.KS, KOSDAQ Index, TSM