Semiconductor Stock Crash… Investor Sentiment Collapsed “CXMT Shock Becomes Reality” / SK Hynix Earnings Announcement Tomorrow… ‘This One Thing’ You Must Check | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee analyzes the semiconductor stock crash driven by China's DUV development, CXMT overvaluation, and Nvidia credit concerns. He discusses Naver's bullish case from Nvidia partnership and Dunamu merger, sees LG Innotek near a bottom, and warns about Samsung Electronics' technical breakdown. He highlights SK Hynix's upcoming earnings as a critical market catalyst.

• US semiconductor stocks fell sharply, with Nvidia and AMD down ~5%, while Broadcom held up.
• CXMT's STAR Market listing is viewed as overpriced with a tiny float, and likely to decline like recent hot IPOs.
• Naver is bullish thanks to Nvidia investment, AI factory build-out, and a planned Dunamu merger unlocking crypto value.
• LG Innotek shows strong camera module sales and semiconductor substrate growth, suggesting a bottom around 600,000 won.
• Samsung Electronics broke below 240,000 won and its 120-day moving average, risking further technical damage.
• SK Hynix's earnings and guidance tomorrow are pivotal; shareholder return news could offset the ADR dilution.
• Foreign buying was seen in financials, Korean Air, Kia, Samyang Foods, and defense; institutions bought KOSDAQ stocks.
• Overall market sentiment is fragile, with fears that the decline could be deeper than expected.