Samsung Electronics, SK Hynix Stock Price Decline.. NVIDIA Gave a Clear Answer! Don't Be Scared by Semiconductor Stock Correction / "Why I Don't Worry About Semiconductor Tariffs"

Summary

The video discusses the recent weakness in Korean memory semiconductor stocks like Samsung Electronics and SK Hynix despite Nvidia's strong earnings. Park Geun-hyung explains that this divergence is driven by temporary supply-demand dynamics and tariff fears, while Nvidia's actual commentary points to robust memory demand and pricing power. He also highlights trading opportunities in K-Beauty, select biotechs, and IT components within a range-bound KOSPI market.

• Korean memory stocks suffered from short-covering dynamics where funds sold memory longs to cover Nvidia shorts.
• Trump's proposed semiconductor tariffs are viewed as a negotiating tactic that would ultimately burden US tech companies rather than derail memory demand.
• Nvidia's earnings call revealed over 130% growth in non-hyperscaler AI demand, broadening the market for AI memory.
• Nvidia's massive increase in long-term purchase agreements (LTAs) confirms strong future pricing and demand for memory chips.
• The KOSPI is expected to remain range-bound, with strong resistance around 2,800, favoring a buy-the-dip and sell-the-rip approach.
• K-Beauty stocks, particularly APR and Global Tax Free, remain fundamentally undervalued given strong export data.
• Select biotechs like Alteogen and LigaChem Biosciences are showing resilient price action driven by positive clinical and business developments.