Hanwha Ocean Fails to Win Canada Order... But Performance Remains Good. / Samsung Electronics Crashes... Long-Term Memory Contract News Surfaces Again. | Director Lee Ju-yeon

Summary

Director Lee Ju-yeon reviews the false Nvidia Kyber delay rumor that hit Korean substrate stocks and expects a rebound after Nvidia's denial. She discusses the positive signal from Ford's long-term memory supply contract for Samsung Electronics and SK hynix. She notes Rainbow Robotics' growing adoption by Toyota as a watch item that could benefit from a growth rotation. Canada's submarine order went to Germany, but a dip in Hanwha Ocean could be a buying opportunity given a strong shipbuilding cycle, with HD Hyundai Heavy Industries as a top pick. She also flags potential short-term margin pressure for K-beauty from Walmart discounts.

• Nvidia officially denied a SemiAnalysis report about a one-year Kyber chip delay, debunking the catalyst that recently crushed Korean PCB/substrate stocks.
• Ford signed a long-term memory supply contract with Micron, highlighting tight memory supply; the trend is positive for Samsung Electronics and SK hynix, with Samsung's Q2 earnings near 90 trillion won.
• Rainbow Robotics is supplying humanoid robots to Toyota with a fivefold volume increase, validating its technology; the stock could benefit if large-cap semiconductors consolidate and growth rotates.
• Hanwha Ocean failed to win Canada's 60 trillion won submarine project, but Canada may turn to the company if the German deal falls through; a sharp sell-off would be a dip-buying opportunity.
• HD Hyundai Heavy Industries is flagged as the leading shipbuilder in a strong upcycle, with vessel prices surging and plentiful order momentum, making it a preferred pick.
• President Trump's push for Walmart discounts could pressure margins of K-beauty and beauty-device suppliers that rely on the channel, although the impact is seen as temporary.
• Overall, semiconductor and shipbuilding sectors remain favored, with event-driven sell-offs in substrates and Hanwha Ocean viewed as opportunities.