Name: Semiconductor Substrate Shortage Crisis, The Perspective Has Completely Changed | Author Jang Woojin [Double Check]
Uploaded: 2026-05-19T00:46:52+00:00
Duration: 2307 s

Speakers

Jang Woo-jin — Writer

Jeong Pro — Host

Summary

Investment author Jang Woo-jin discusses semiconductor substrate shortages as a structural shift benefiting LG Innotek and Samsung Electro-Mechanics. He highlights Jusung Engineering's breakthrough ALD equipment with huge revenue potential, and flags FADU and Jeju Semiconductor as stocks accumulating in active funds. Insurance stocks are advised as defensive rotation plays.

Semiconductor substrate shortage is structurally changing the competitive landscape, benefiting major players.
LG Innotek and Samsung Electro-Mechanics are identified as clear leaders riding the substrate trend.
Jusung Engineering's world-first cross-flow ALD equipment presents a massive revenue opportunity.
FADU's heavy inclusion in top active funds suggests undisclosed positive catalysts.
Jeju Semiconductor's DDR4 earnings have surged, attracting institutional attention.
Insurance stocks are rotated into as defensive, low-PBR plays amid market consolidation.
Power equipment and defense sectors are mentioned but not strongly recommended.

Trade Ideas

Jang Woo-jin Writer 7:46

Insurance stocks defensive with low PBR.

Insurance stocks (e.g., Samsung Fire & Marine) have solid earnings, low PBR valuations, and are attracting fund inflows as defensive plays in the current market rotation. They offer a safe haven while the broader market consolidates, making them a suitable parking spot for capital.

Jang Woo-jin Writer 14:55

Substrate shortage benefits LG and Samsung.

The semiconductor substrate shortage is structural and has completely changed the market perspective. LG Innotek and Samsung Electro-Mechanics are the leading beneficiaries, with both stocks showing strong upward trends as demand for advanced substrates continues to outstrip supply, driving revenue and margin expansion.

Jang Woo-jin Writer 23:31

Unique ALD equipment drives massive revenue.

Jusung Engineering is the world's first to develop cross-flow atomic layer deposition (ALD) semiconductor equipment, shipping units at 20 billion won each. With potential for up to 100 units, this implies 2 trillion won in new revenue, and the technology is exclusive, giving the company significant pricing power and a strong competitive moat.

Jang Woo-jin Writer 29:56

Active funds accumulation signals potential.

FADU is unusually heavily held by top active funds (Timefolio, Samsung Active), which typically signals that institutions have positive non-public information about the company's prospects. The market cap has risen to 31st on KOSDAQ, warranting further study as a potential high-growth play.

Jang Woo-jin Writer 31:37

DDR4 earnings surge attracts funds.

Jeju Semiconductor manufactures DDR4 memory and has seen explosive earnings growth (operating profit from 16 billion won in Q4 to 67 billion won in Q1). Its inclusion in top active funds and rapid market cap ascent suggest strong momentum and continued demand for legacy memory.

This 3PRO TV (삼프로TV) video, published May 19, 2026, features Jang Woo-jin discussing 000810.KS, 009150.KS, 011070.KS, 036930.KQ, 284290.KQ, 080220.KQ. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jang Woo-jin · Tickers: 000810.KS, 009150.KS, 011070.KS, 036930.KQ, 284290.KQ, 080220.KQ

Semiconductor Substrate Shortage Crisis, The Perspective Has Completely Changed | Author Jang Woojin [Double Check]

Summary

Trade Ideas

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