Why Samsung Electronics and SK Hynix stock prices plummeted... Will they rebound next week? / Jensen Huang partners with Naver, Hyundai Motor, and LG. | Director Lee Ju-yeon

Summary

Director Lee Ju-yeon explains that the June 5, 2026 sharp drop in Samsung Electronics and SK Hynix was caused by mechanical ETF unwinding and a misunderstood rumor about NVIDIA's SoCAM2 module capacity cut, which he views as a buying opportunity. He discusses Jensen Huang's visit to Korea, highlighting plans to make Korea a robotics AI hub, benefiting NAVER, Hyundai Motor, and related sectors, and expects a short-term rebound in Korean robotics and semiconductor equipment stocks.

• The market drop was driven by leverage ETF unwinding and a rumor about SoCAM2 module capacity halving, which is a misunderstanding.
• Total orders for SoCAM2 modules actually increased 10-20%, making the selloff a buy-the-dip opportunity for Samsung Electronics and SK Hynix.
• Jensen Huang's visit signals Korea will become a key hub for physical AI and robotics, with plans for R&D centers and a factory.
• NAVER is a key beneficiary due to its building automation and AI capabilities, with past Saudi interest in its technology.
• Hyundai Motor is central to the Saemangeum AI R&D center and expected to partner deeply with NVIDIA on autonomous systems.
• Short-term rebound expected in Korean robotics and semiconductor equipment/materials stocks next week after the sharp correction.