Memory 3 companies' DRAM and HBM next year's volume sold out... CXMT: 'Can't give cheaply to Apple' | Stock price suppression prevention law? Stock price suppression trick guide... Flat Value-up | Kwon Soon-woo 3PRO TV Reporting Team Leader [News3]

Summary

Kwon Soon-woo presents bullish news on memory chipmakers (Samsung, SK hynix, Micron) as 2026 DRAM and HBM production is sold out, with CXMT failing to undercut prices. He highlights extreme semiconductor equipment shortages, notably ASML's sold-out EUV capacity, supporting long-term tight supply. A separate story details POSCO Future M's likely large LFP cathode order for ESS batteries, while L&F posts record earnings on high-nickel cathode for Tesla's 46pi. The program also criticizes Korea's weak stock price manipulation prevention law, leaving value-up hopes flat.

• Memory 3 firms' 2026 DRAM/HBM volumes are fully booked, confirming robust AI-driven demand.
• Apple's attempt to source cheaper memory from China's CXMT failed; Korean memory maintains cost advantage.
• ASML's EUV lithography equipment is sold out through 2027, constraining global fab expansion.
• POSCO Future M reportedly wins a multi-year LFP cathode order worth ~3 trillion won from a major battery maker.
• L&F achieves record quarterly revenue and turns profitable on high-nickel cathode shipments for Tesla's 46pi format.
• Battery industry pivots to ESS LFP as a growth area, creating opportunities for Korean materials suppliers.
• Proposed stock price suppression law is criticized as too easy to circumvent, disappointing value-up investors.
• Raw material prices (copper, cobalt) rise after Congo bans concentrate exports, but no investable calls.