Reason for AI Stock Surge… Major Semiconductor Boom Emerges / What Happens if SK Hynix Invests Heavily in the US | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee explains why AI and semiconductor stocks surged despite Middle East tensions, driven by Nvidia's Vera Rubin shipments, severe HBM shortages, and strong memory earnings. He highlights specific Korean plays across AI hardware, memory (Micron, SK Hynix), substrate/infrastructure, and defense-related primary batteries, while also noting institutional rotation into beaten-down Korean semiconductor names.

• AI hardware sector rallies on Nvidia Vera Rubin launch that dramatically increases CPU and memory content per rack
• DRAM memory stocks (Micron, SK Hynix) lead on shareholder returns and HBM supply shortages
• Korean institutions rotate back into large-cap semiconductor names like SK Hynix, Samsung preferred, and SK Square after 40-50% drops
• Vitzrocell benefits from a defense-driven primary battery supercycle with supply disrupted by war and competitor damage
• Daeduck Electronics rides the FCBGA substrate investment boom with strong earnings and massive capex
• Hyosung TNC gains from rising petroleum product prices due to Middle East logistics disruptions
• Fadu’s strong earnings are expected to drive a short-term price bounce after a weak previous session
• Oil price concerns are partially offset by Korea's pre-secured supply and a weaker won, though WTI above $100 remains a risk