반도체 놓쳤다면 아직 기회 있습니다...다음은 ‘피지컬 AI’ | 이권희 위즈웨이브 대표 [글로벌 인터뷰]

Watch on YouTube ↗  |  May 12, 2026 at 02:05  |  34:29  |  3PRO TV (삼프로TV)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee discusses the semiconductor sector's undervaluation relative to strong earnings, highlights advanced packaging opportunities, and identifies Physical AI as the next big theme with Hyundai Motor as a key play. He advises investors to consider reducing semiconductor weight and adding Hyundai Motor on dips.

  • Semiconductors remain attractive due to EPS growth, but partial profit-taking may be prudent.
  • Advanced packaging equipment stocks like Hanmi Semiconductor and PSK Holdings are long-term opportunities.
  • Physical AI, led by Hyundai Motor, is the next major investment theme.
  • Hyundai Motor is undervalued and should be valued as a physical AI company.
  • Smaller robotics names are suitable for trading, not long-term holds.
  • The host and guest emphasize the importance of data and manufacturing capabilities in robotics.
Trade Ideas
Lee Kwon-hee CEO, Economist 2:14
Semiconductor EPS outpaces share price.
Samsung Electronics and SK Hynix are undervalued because their EPS growth has outpaced share price appreciation. The market is not pricing in the earnings improvement, providing upside potential.
005930.KS 000660.KS MED
Lee Kwon-hee CEO, Economist 15:58
Accumulate packaging equipment stocks after Q1.
Advanced packaging is becoming increasingly important in the semiconductor industry, especially with moves to glass substrates, HBF, and silicon photonics. Companies like Hanmi Semiconductor and PSK Holdings that supply packaging equipment are well-positioned for long-term growth. However, Q1 earnings may be weak, so wait for a post-earnings dip around mid-April to accumulate.
042700.KS PSK MED
Lee Kwon-hee CEO, Economist 23:38
Buy Hyundai Motor for physical AI.
Physical AI (robotics) is the next major investment theme after semiconductors. Hyundai Motor is the core beneficiary because it possesses manufacturing data, GPU compute power (50,000 GPUs), and is undervalued. Investors should buy Hyundai Motor on dips, with a target entry around 600,000 won. The stock is currently mispriced as an auto stock but should be valued as a physical AI company.
005380.KS HIGH
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This 3PRO TV (삼프로TV) video, published May 12, 2026, features Lee Kwon-hee discussing 005930.KS, 000660.KS, 042700.KS, PSK, 005380.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 005930.KS, 000660.KS, 042700.KS, PSK, 005380.KS