SK Hynix '1.4M Hynix' Opens... Market Cap 1,000 Trillion Era Begins, Semiconductor Stocks Rally Together - Closing Bell Live

[May 4, 26th Afternoon Broadcast Full View] SK Hynix '1.4 Million Hynix' Opens...1,000 Trillion Market Cap Era Begins, Semiconductor Stocks Rally Together [Closing Bell Live]
Watch on YouTube ↗  |  May 04, 2026 at 11:14  |  4:42:36  |  3PRO TV (삼프로TV)
Speakers
Kim Jang-yeol — Reporter, The Bell
Gil Geon-woo — CEO
Lee Kwon-hee — CEO, Economist

Summary

The video covers a historic 5% rally in KOSPI driven by SK Hynix and Samsung Electronics, fueled by Big Tech capex increases, foreign inflows through a new brokerage channel, and strong memory demand. Panelists discuss long-term AI investment themes, robotics, power equipment, and the importance of holding semiconductor leaders while managing risk.

  • KOSPI surged 5% to 6,936, led by SK Hynix (+12%) and Samsung Electronics (+5%).
  • Big Tech capex guidance increased 75% to $750bn, reinforcing memory demand.
  • Samsung Securities opened direct foreign retail access, triggering large net buying by foreigners.
  • Panelists emphasize Korean memory stocks remain undervalued at 4-5x forward earnings.
  • AI investment is viewed as self-sustaining due to competitive dynamics and scaling laws.
  • Robot components and physical AI (Hyundai Motor) are identified as emerging themes with June catalysts.
  • Power equipment stocks continue uptrend from AI data center buildout.
  • Market sentiment shows early FOMO; panelists advise disciplined allocation and buying pullbacks.
Trade Ideas
Kim Jang-yeol Reporter, The Bell 9:04
Hynix cheap, capex up, foreign buying.
SK Hynix is extremely cheap at 4-5x forward earnings, Big Tech capex rising 75% to $750bn drives memory demand, foreign inflows via Samsung Securities account, and DRAM prices are surging, making it a core holding despite short-term pullbacks.
000660.KS HIGH
Kim Jang-yeol Reporter, The Bell 9:04
Samsung cheap, foreign buying strong.
Samsung Electronics shares the same memory boom and valuation discount (4-5x P/E) as Hynix; union issues create a discount but do not derail the fundamental uptrend; foreign buying is accelerating.
005930.KS HIGH
Lee Kwon-hee CEO, Economist 52:40
Power equipment up on AI demand.
AI data center buildout drives structural demand for power equipment; companies like Suneil Electric, Hyosung Heavy Industries, and LS Electric are in a strong uptrend, though timing entry after a pullback is prudent.
010120.KS 298040.KS 062040.KS MED
Lee Eun-taek 98:00
AI capex unstoppable, benefits Korean semi.
The KOSPI is in a medium-term uptrend driven by semiconductor earnings and foreign inflows; an external shock (recession or aggressive rate hikes) is needed to trigger a correction but is not imminent, so staying invested is warranted.
Korean semiconductor sector MED
Lee Jeok 154:00
Optical fiber demand rises in AI.
Optical communication stocks benefit from structural increase in internal data center connections using optical fiber; companies like Seongwoo Electronics and Daehan Gwangtongshin are well positioned.
081580.KQ 010170.KQ MED
Gil Geon-woo CEO 234:08
Hyundai is cheap physical AI play.
Hyundai Motor is evolving into a physical AI company (autonomous driving + robotics) and is the #2 player globally after Tesla outside China; at ~9x P/E it is undervalued relative to its tech transition; multiple robot events in June provide catalysts.
005380.KS MED
Gil Geon-woo CEO 260:00
Korean robot parts benefit from quality gap.
Global humanoid robot production (China, Tesla) will boost demand for Korean components because China's localization rate is only 50% and yield is below 60%; Korean firms like SPG, RoboTis, and Higen R&M have quality advantages and rising overseas revenue.
058610.KQ 108490.KQ 160190.KQ MED
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3PRO TV (삼프로TV) · May 04

This 3PRO TV (삼프로TV) video, published May 04, 2026, features Kim Jang-yeol, Lee Kwon-hee, Lee Eun-taek, Lee Jeok, Gil Geon-woo discussing 000660.KS, 005930.KS, 010120.KS, 298040.KS, 062040.KS, Korean semiconductor sector, 081580.KQ, 010170.KQ, 005380.KS, 058610.KQ, 108490.KQ, 160190.KQ. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol, Lee Kwon-hee, Lee Eun-taek, Lee Jeok, Gil Geon-woo  · Tickers: 000660.KS, 005930.KS, 010120.KS, 298040.KS, 062040.KS, Korean semiconductor sector, 081580.KQ, 010170.KQ, 005380.KS, 058610.KQ, 108490.KQ, 160190.KQ