Name: Semiconductor Hegemony Competition Has Begun… The Key Is ‘Process Equipment’ More Than Technology | Myung Min-jun, Park Ga-young, Kim Jang-yeol [Stock Beginner Rescue Team]
Uploaded: 2026-05-22T13:30:33+00:00
Duration: 3037 s

Speakers

Kim Jang-yeol — Reporter, The Bell

Park Ga-young — Host

Summary

The video covers market commentary on the Kosdaq rally driven by the National Growth Fund, sector rotation into semiconductor equipment, power equipment, and Samsung Electro-Mechanics. Kim Jang-yeol emphasizes that Samsung and SK hynix remain undervalued core holdings, and discusses Jusung Engineering's ALD solar technology, the power equipment correction, and the silicon capacitor opportunity at Samsung Electro-Mechanics. Host Park Ga-young personally favors SK hynix. The panel also touches on Samsung labor negotiations and the upcoming 2x ETF launch.

Kosdaq rallied on National Growth Fund announcement; sustainability is debated.
Kim Jang-yeol recommends Samsung Electronics and SK hynix as cheap core holdings.
Jusung Engineering's ALD technology applied to solar drives significant revenue growth.
Power equipment sector corrected 30% after hitting target prices; now seen as buyable.
Samsung Electro-Mechanics secured a large silicon capacitor order, raising long-term earnings visibility.
Host Park Ga-young personally focuses on buying SK hynix on dips.
The upcoming 2x ETF launch for Samsung and Hynix may cause volatility in small caps.
Samsung labor agreement is considered already priced in by the market.

Trade Ideas

Kim Jang-yeol Reporter, The Bell 2:03

Samsung and Hynix are undervalued core holdings.

Samsung Electronics and SK hynix are the cheapest stocks in the market in terms of valuation. They remain undervalued relative to their earnings power, and as long as fundamentals are strong, they are the safest core holdings. Small-cap semiconductor equipment stocks cannot sustain a rally without these two heavyweights. Therefore the best risk/reward is in owning Samsung and Hynix.

Kim Jang-yeol Reporter, The Bell 22:10

Jusung's ALD tech drives solar revenue growth.

Jusung Engineering has a unique ALD (atomic layer deposition) technology that is now being applied to solar panel manufacturing, creating a massive new revenue stream. Revenue is expected to triple in two years, mostly from solar. The recent catalyst is Tesla potentially shifting its solar equipment supply from a Chinese company to Jusung. While the stock has run up, the growth story is real and different from pure thematic plays.

Kim Jang-yeol Reporter, The Bell 32:36

Power equipment sector buy after 30% correction.

The AI power equipment sector, including LS Electric, HD Hyundai Electric, and Hyosung Heavy Industries, peaked in early May when target prices were reached, then corrected over 30%. After that correction, there is now room for a rebound as the valuation gap to analyst targets has widened. The sector should be bought after the pullback.

Kim Jang-yeol Reporter, The Bell 45:15

Samsung Electro-Mechanics silicon capacitor order huge.

Samsung Electro-Mechanics secured a large order for silicon capacitors from a big tech company, opening a new growth avenue beyond traditional MLCC. This has led analysts to raise target prices to 160-170 million won from the previous 70 million. The earnings potential from this product over the next few years justifies a long-term investment, though short-term volatility is possible.

This 3PRO TV (삼프로TV) video, published May 22, 2026, features Kim Jang-yeol discussing 005930.KS, 000660.KS, 036930.KQ, KODEX AI Power Equipment ETF, 009150.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol · Tickers: 005930.KS, 000660.KS, 036930.KQ, KODEX AI Power Equipment ETF, 009150.KS

Semiconductor Hegemony Competition Has Begun… The Key Is ‘Process Equipment’ More Than Technology | Myung Min-jun, Park Ga-young, Kim Jang-yeol [Stock Beginner Rescue Team]

Summary

Trade Ideas

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