KOSPI 9000 driven by semiconductors... MSCI inclusion a dark cloud | The era of memory big three 'New M3'... SK Hynix supplies next-gen 'HBM4E' samples

KOSPI 9000' driven by semiconductors... MSCI inclusion is a dark cloud | The era of the memory big three 'New M3'... SK Hynix also supplies next-gen 'HBM4E' samples | Kwon Soon-woo 3PRO TV Reporter [News3]
Watch on YouTube ↗  |  June 18, 2026 at 23:48  |  30:45  |  3PRO TV (삼프로TV)
Speakers
Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

Reporter Kwon Soon-woo analyzes Korea's KOSPI rally to 9000 driven by semiconductors, the rise of the memory 'M3' (Samsung, SK Hynix, Micron) as the new AI leaders, obstacles to Korea's MSCI developed market inclusion, SK Hynix's HBM4E samples and HBM pricing outlook, and the geopolitical impact on oil and shipping from the Iran-US deal.

  • KOSPI has surged to 9000, led by semiconductors; memory trio outperforms the old 'M7' tech mega-caps.
  • MSCI developed market inclusion for Korea is unlikely due to unresolved FX, omnibus account, and short-selling issues.
  • Memory Big Three 'M3' (Samsung, SK Hynix, Micron) seen as primary AI infrastructure beneficiaries.
  • SK Hynix supplies next-gen HBM4E samples, narrowing gap with Samsung; HBM prices expected to jump 30% in Q4.
  • Samsung Electronics holds hidden upside in foundry and logic businesses that could drive re-rating.
  • Oil price cap extended, but oil prices likely to rise as geopolitical premium from Hormuz and Iran deal persists.
  • Ocean freight rates have already risen, reflecting geopolitical tensions.
Ideas
Kwon Soon-woo Reporting Team Lead, 3PRO TV 4:35
MSCI inclusion difficult, negative for KOSPI
Korea's MSCI developed market inclusion faces significant hurdles, including FX market accessibility, omnibus accounts not yet operational, and short-selling infrastructure issues; recent review shows many items needing improvement, making inclusion unlikely, which is negative for KOSPI foreign inflows.
EWY MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 12:12
Memory Big Three lead AI capex boom
AI infrastructure spending requires massive memory purchases; the three dominant memory makers (Samsung, SK Hynix, Micron) are the direct and inevitable beneficiaries, now called 'M3', outperforming the old 'M7' as AI capex flows aggressively into memory.
MU 005930.KS 000660.KS HIGH
Kwon Soon-woo Reporting Team Lead, 3PRO TV 25:56
Oil prices face geopolitical upside pressure
Geopolitical tensions around the Iran-US nuclear deal aftermath and Strait of Hormuz are adding a structural premium to oil prices; even with a price cap, crude is expected to face upward pressure and remain elevated.
WTI LOW
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This 3PRO TV (삼프로TV) video, published June 18, 2026, features Kwon Soon-woo discussing EWY, MU, 005930.KS, 000660.KS, WTI. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo  · Tickers: EWY, MU, 005930.KS, 000660.KS, WTI