The Real Reason Meta Chose Samsung Electronics Foundry '2nm'... After Samsung Electronics' Earnings Announcement, If Sell-on Comes, Buy Unconditionally. | Director Lee Ju-yeon

Summary

Director Lee Ju-yeon discusses Samsung Electronics' foundry orders from Meta and other tech giants, the strategy to buy Samsung on any post-earnings weakness, SK Hynix's ADR listing impact on the won, the capex boost for HBM equipment laggards like Hanmi Semiconductor and Techwing, the upcoming Canada submarine contract decision, and the US heatwave pushing power grid and renewable energy themes.

• Samsung foundry is gaining major AI chip orders (Meta, Tesla, BYD, Anthropic) and may turn profitable soon.
• If Samsung stock sells off after its earnings release, history suggests it will recover, making it a buying opportunity.
• SK Hynix's Nasdaq ADR listing will trigger massive USD-to-KRW conversion, potentially sending the won sharply higher short term.
• Memory makers' huge capex benefits HBM equipment stocks like Hanmi Semiconductor and Techwing, which have lagged front-end peers.
• Canada's submarine award (sole or split) is a make-or-break event for Hanwha Ocean and HD Hyundai Heavy Industries.
• A US heatwave and power emergency highlights the need for grid upgrades and renewables, setting up a second-half rotation trade.