More HBM Jensen Huang is trustworthy, If it were me, I wouldn't have raised the price like that TSMC CEO | Kwon Soon-woo, 3PRO TV Reporting Team Leader [News3]
More HBM" Jensen Huang is trustworthy, "If it were me, I wouldn't have raised the price like that" TSMC CEO | Kwon Soon-woo, 3PRO TV Reporting Team Leader [News3]
Speakers
Kwon Soon-woo
— Reporting Team Lead, 3PRO TV
Summary
Kwon Soon-woo discusses Jensen Huang's Korea visit emphasizing HBM demand for SK hynix, TSMC CEO's criticism of memory pricing, weak won and foreign selling, SpaceX IPO liquidity concerns, and Big Tech capital raising. He notes that fundamentals remain strong for Korean sectors like shipbuilding, defense, nuclear, and power equipment despite the market correction.
- Jensen Huang visits SK hynix, asking for more HBM supply.
- TSMC CEO warns memory pricing margins are unsustainably high.
- Korean won weakens to 1561.5, highest since 2009 financial crisis.
- Foreign investors sell Korean stocks for portfolio rebalancing and capital needs elsewhere.
- SpaceX IPO sees massive demand, potentially draining global liquidity.
- Google and Meta consider large capital raises, adding to supply concerns.
- Speaker advises that sectors like shipbuilding, defense, nuclear, and power equipment remain fundamentally sound.
- Market correction is driven by technical and liquidity factors, not earnings deterioration.
Trade Ideas
HBM demand bullish for SK hynix
Jensen Huang's visit to SK hynix emphasizes the need for more HBM, indicating strong demand from NVIDIA. This is bullish for SK hynix as a key HBM supplier, and the speaker highlights that the fundamental demand for HBM remains intact despite market corrections.
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This 3PRO TV (삼프로TV) video, published June 07, 2026, features Kwon Soon-woo discussing 000660.KS. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Kwon Soon-woo · Tickers: 000660.KS