What is Jensen Huang's 'Korea schedule' summarized in one sentence? | Baek In-jae, Deputy Head of Hana Securities Sales Department Financial Center [Double Crew]

Name: What is Jensen Huang's "Korea schedule" summarized in one sentence? | Baek In-jae, Deputy Head of Hana Securities Sales Department Financial Center [Double Crew]
Uploaded: 2026-06-09T01:56:38+00:00
Duration: 1329 s

What is Jensen Huang's "Korea schedule" summarized in one sentence? | Baek In-jae, Deputy Head of Hana Securities Sales Department Financial Center [Double Crew]

Watch on YouTube ↗ | June 09, 2026 at 01:56 | 22:09 | 3PRO TV (삼프로TV)

Speakers

Baek In-jae — Deputy Center Director, Hana Securities

Summary

Deputy Head Baek In-jae discusses the implications of Jensen Huang's Korea visit, highlighting semiconductor supply deficits through 2028 benefiting Samsung and SK Hynix. He also recommends SK Telecom as a defensive AI play and suggests monitoring NAVER for potential upside from its AI partnership with NVIDIA. The overall market outlook is positive, with a V-shaped recovery led by semiconductors.

Jensen Huang met with six major Korean companies (NAVER, SK, LG, Hyundai, Doosan, Samsung).
DRAM and NAND supply deficit is expected to persist through 2028, supporting memory pricing.
Goldman Sachs raised KOSPI target to 12,000 by June 2025.
Semiconductor stocks like Samsung and SK Hynix are key beneficiaries.
SK Telecom is highlighted for stability and dividend resumption.
NAVER's AI partnership with NVIDIA provides a new catalyst, but more study is needed.
The speaker advises holding quality stocks and not being shaken by short-term volatility.

Ideas

Baek In-jae Deputy Center Director, Hana Securities 9:51

NAVER may benefit from AI partnership.

NAVER's meeting with Jensen Huang and the agreement to build a global AI factory provide a new growth catalyst. The stock has been heavily sold, and recent broker reports are positive. However, further study is needed to confirm the impact. Investors should monitor NAVER for a potential reversal.

Baek In-jae Deputy Center Director, Hana Securities 16:05

SK Telecom is stable AI beneficiary with dividends.

SK Telecom is a beneficiary of the AI theme through its partnership with NVIDIA on AI factory construction, and it offers stability with a defensive profile, resumption of dividends, and appears to be in a stable uptrend. It is a good portfolio diversification addition alongside semiconductor-heavy positions.

Baek In-jae Deputy Center Director, Hana Securities 18:30

Semiconductor deficit supports Samsung and SK Hynix.

DRAM and NAND memory will remain in supply deficit through at least 2028, as shown by Goldman Sachs supply-demand analysis. This structural shortage gives pricing power to Samsung Electronics, SK Hynix, and Micron, and is shifting the industry toward long-term supply agreements (LTAs) that stabilize earnings and reduce cyclicality. Therefore, semiconductor stocks, especially Samsung and SK Hynix, are positioned for a V-shaped recovery and sustained outperformance.

This 3PRO TV (삼프로TV) video, published June 09, 2026, features Baek In-jae discussing 035420.KS, 017670.KS, 005930.KS, MU, 000660.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Baek In-jae · Tickers: 035420.KS, 017670.KS, 005930.KS, MU, 000660.KS

What is Jensen Huang's 'Korea schedule' summarized in one sentence? | Baek In-jae, Deputy Head of Hana Securities Sales Department Financial Center [Double Crew]

Summary

Ideas

Up Next